HHGA
Halbert Hargrove Global Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15
| Closed | -$1.04K | – | 349 |
|
|
2025
Q1 | $1.04K | Buy |
+15
| New | +$1.04K | ﹤0.01% | 431 |
|
|
2022
Q2 | – | Sell |
-4,077
| Closed | -$218K | – | 145 |
|
|
2022
Q1 | $218K | Buy |
4,077
+268
| +7% | +$14.3K | 0.01% | 146 |
|
|
2021
Q4 | $230K | Sell |
3,809
-375
| -9% | -$22.6K | 0.01% | 137 |
|
|
2021
Q3 | $294K | Buy |
4,184
+55
| +1% | +$3.87K | 0.02% | 102 |
|
|
2021
Q2 | $292K | Buy |
4,129
+225
| +6% | +$15.9K | 0.02% | 111 |
|
|
2021
Q1 | $284K | Buy |
3,904
+126
| +3% | +$9.17K | 0.02% | 94 |
|
|
2020
Q4 | $233K | Buy |
+3,778
| New | +$233K | 0.02% | 100 |
|
|
2020
Q1 | – | Sell |
-3,737
| Closed | -$298K | – | 80 |
|
|
2019
Q4 | $298K | Sell |
3,737
-351
| -9% | -$28K | 0.08% | 52 |
|
|
2019
Q3 | $282K | Sell |
4,088
-100
| -2% | -$6.9K | 0.07% | 55 |
|
|
2019
Q2 | $293K | Buy |
+4,188
| New | +$293K | 0.08% | 52 |
|
|
2019
Q1 | – | Sell |
-4,243
| Closed | -$221K | – | 40 |
|
|
2018
Q4 | $221K | Sell |
4,243
-308
| -7% | -$16K | 0.05% | 66 |
|
|
2018
Q3 | $326K | Sell |
4,551
-97
| -2% | -$6.95K | 0.08% | 49 |
|
|
2018
Q2 | $311K | Buy |
4,648
+54
| +1% | +$3.61K | 0.08% | 50 |
|
|
2018
Q1 | $310K | Buy |
4,594
+160
| +4% | +$10.8K | 0.08% | 48 |
|
|
2017
Q4 | $330K | Sell |
4,434
-118
| -3% | -$8.78K | 0.09% | 43 |
|
|
2017
Q3 | $331K | Sell |
4,552
-184
| -4% | -$13.4K | 0.09% | 39 |
|
|
2017
Q2 | $317K | Buy |
4,736
+74
| +2% | +$4.95K | 0.08% | 48 |
|
|
2017
Q1 | $279K | Sell |
4,662
-85
| -2% | -$5.09K | 0.07% | 61 |
|
|
2016
Q4 | $282K | Buy |
4,747
+316
| +7% | +$18.8K | 0.08% | 56 |
|
|
2016
Q3 | $209K | Sell |
4,431
-371
| -8% | -$17.5K | 0.06% | 65 |
|
|
2016
Q2 | $204K | Buy |
+4,802
| New | +$204K | 0.06% | 73 |
|
|
2016
Q1 | – | Sell |
-5,067
| Closed | -$262K | – | 80 |
|
|
2015
Q4 | $262K | Sell |
5,067
-462
| -8% | -$23.9K | 0.11% | 74 |
|
|
2015
Q3 | $274K | Sell |
5,529
-5,907
| -52% | -$293K | 0.13% | 64 |
|
|
2015
Q2 | $632K | Sell |
11,436
-40
| -0.3% | -$2.21K | 0.15% | 56 |
|
|
2015
Q1 | $591K | Buy |
11,476
+2,718
| +31% | +$140K | 0.19% | 68 |
|
|
2014
Q4 | $474K | Buy |
8,758
+3,421
| +64% | +$185K | 0.24% | 42 |
|
|
2014
Q3 | $277K | Sell |
5,337
-87
| -2% | -$4.52K | 0.08% | 104 |
|
|
2014
Q2 | $255K | Sell |
5,424
-74
| -1% | -$3.48K | 0.08% | 96 |
|
|
2014
Q1 | $262K | Sell |
5,498
-598
| -10% | -$28.5K | 0.08% | 96 |
|
|
2013
Q4 | $318K | Sell |
6,096
-576
| -9% | -$30K | 0.1% | 81 |
|
|
2013
Q3 | $324K | Sell |
6,672
-211
| -3% | -$10.2K | 0.11% | 70 |
|
|
2013
Q2 | $330K | Buy |
+6,883
| New | +$330K | 0.12% | 72 |
|