Hartford Financial Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $61.4K | Hold |
721
| – | – | 0.02% | 177 |
|
2025
Q1 | $51.2K | Hold |
721
| – | – | 0.01% | 208 |
|
2024
Q4 | $50.8K | Hold |
721
| – | – | 0.01% | 212 |
|
2024
Q3 | $45.1K | Hold |
721
| – | – | 0.01% | 226 |
|
2024
Q2 | $45.8K | Hold |
721
| – | – | 0.01% | 226 |
|
2024
Q1 | $45.6K | Hold |
721
| – | – | 0.01% | 227 |
|
2023
Q4 | $37.1K | Hold |
721
| – | – | 0.01% | 236 |
|
2023
Q3 | $29.7K | Hold |
721
| – | – | 0.01% | 242 |
|
2023
Q2 | $33.2K | Hold |
721
| – | – | 0.01% | 237 |
|
2023
Q1 | $33.8K | Hold |
721
| – | – | 0.01% | 234 |
|
2022
Q4 | $32.6K | Sell |
721
-173
| -19% | -$7.83K | 0.01% | 227 |
|
2022
Q3 | $37K | Sell |
894
-347
| -28% | -$14.4K | 0.01% | 221 |
|
2022
Q2 | $57K | Hold |
1,241
| – | – | 0.02% | 197 |
|
2022
Q1 | $66K | Hold |
1,241
| – | – | 0.02% | 205 |
|
2021
Q4 | $75K | Sell |
1,241
-3,524
| -74% | -$213K | 0.02% | 194 |
|
2021
Q3 | $334K | Hold |
4,765
| – | – | 0.09% | 134 |
|
2021
Q2 | $337K | Hold |
4,765
| – | – | 0.08% | 135 |
|
2021
Q1 | $347K | Sell |
4,765
-79
| -2% | -$5.75K | 0.09% | 131 |
|
2020
Q4 | $299K | Buy |
4,844
+524
| +12% | +$32.3K | 0.08% | 133 |
|
2020
Q3 | $186K | Hold |
4,320
| – | – | 0.06% | 144 |
|
2020
Q2 | $221K | Buy |
4,320
+20
| +0.5% | +$1.02K | 0.07% | 139 |
|
2020
Q1 | $181K | Sell |
4,300
-527
| -11% | -$22.2K | 0.07% | 140 |
|
2019
Q4 | $386K | Hold |
4,827
| – | – | 0.12% | 122 |
|
2019
Q3 | $333K | Hold |
4,827
| – | – | 0.11% | 125 |
|
2019
Q2 | $338K | Hold |
4,827
| – | – | 0.11% | 127 |
|
2019
Q1 | $300K | Hold |
4,827
| – | – | 0.1% | 129 |
|
2018
Q4 | $251K | Hold |
4,827
| – | – | 0.1% | 136 |
|
2018
Q3 | $346K | Sell |
4,827
-30
| -0.6% | -$2.15K | 0.12% | 128 |
|
2018
Q2 | $325K | Buy |
4,857
+1,211
| +33% | +$81K | 0.12% | 131 |
|
2018
Q1 | $246K | Buy |
3,646
+2,030
| +126% | +$137K | 0.12% | 115 |
|
2017
Q4 | $120K | Hold |
1,616
| – | – | 0.06% | 150 |
|
2017
Q3 | $117K | Hold |
1,616
| – | – | 0.06% | 148 |
|
2017
Q2 | $108K | Hold |
1,616
| – | – | 0.05% | 159 |
|
2017
Q1 | $96K | Hold |
1,616
| – | – | 0.06% | 150 |
|
2016
Q4 | $96K | Sell |
1,616
-1,500
| -48% | -$89.1K | 0.06% | 141 |
|
2016
Q3 | $147K | Hold |
3,116
| – | – | 0.09% | 130 |
|
2016
Q2 | $132K | Sell |
3,116
-100
| -3% | -$4.24K | 0.08% | 128 |
|
2016
Q1 | $134K | Buy |
3,216
+11
| +0.3% | +$458 | 0.08% | 125 |
|
2015
Q4 | $165K | Buy |
3,205
+105
| +3% | +$5.41K | 0.1% | 116 |
|
2015
Q3 | $153K | Hold |
3,100
| – | – | 0.1% | 115 |
|
2015
Q2 | $171K | Buy |
+3,100
| New | +$171K | 0.1% | 113 |
|
2015
Q1 | – | Sell |
-3,100
| Closed | -$167K | – | 127 |
|
2014
Q4 | $167K | Sell |
3,100
-25
| -0.8% | -$1.35K | 0.1% | 110 |
|
2014
Q3 | $161K | Hold |
3,125
| – | – | 0.1% | 114 |
|
2014
Q2 | $147K | Hold |
3,125
| – | – | 0.09% | 116 |
|
2014
Q1 | $148K | Buy |
3,125
+3,000
| +2,400% | +$142K | 0.1% | 113 |
|
2013
Q4 | $6K | Hold |
125
| – | – | ﹤0.01% | 213 |
|
2013
Q3 | $6K | Hold |
125
| – | – | ﹤0.01% | 219 |
|
2013
Q2 | $6K | Buy |
+125
| New | +$6K | ﹤0.01% | 223 |
|