HCR Wealth Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17,339
| Closed | -$892K | – | 225 |
|
|
2023
Q4 | $892K | Buy |
17,339
+2,892
| +20% | +$149K | 0.14% | 95 |
|
|
2023
Q3 | $594K | Sell |
14,447
-1,746
| -11% | -$71.8K | 0.13% | 96 |
|
|
2023
Q2 | $746K | Sell |
16,193
-290
| -2% | -$13.4K | 0.14% | 91 |
|
|
2023
Q1 | $773K | Sell |
16,483
-118
| -0.7% | -$5.53K | 0.15% | 89 |
|
|
2022
Q4 | $751K | Sell |
16,601
-3,159
| -16% | -$143K | 0.16% | 91 |
|
|
2022
Q3 | $823K | Sell |
19,760
-297
| -1% | -$12.4K | 0.17% | 87 |
|
|
2022
Q2 | $922K | Sell |
20,057
-8,904
| -31% | -$409K | 0.19% | 85 |
|
|
2022
Q1 | $1.55M | Sell |
28,961
-2,250
| -7% | -$120K | 0.25% | 70 |
|
|
2021
Q4 | $1.89M | Sell |
31,211
-3,359
| -10% | -$203K | 0.29% | 72 |
|
|
2021
Q3 | $2.43M | Buy |
34,570
+3,631
| +12% | +$255K | 0.4% | 59 |
|
|
2021
Q2 | $2.19M | Buy |
30,939
+5,534
| +22% | +$392K | 0.38% | 56 |
|
|
2021
Q1 | $1.85M | Sell |
25,405
-3,102
| -11% | -$226K | 0.37% | 61 |
|
|
2020
Q4 | $1.76M | Buy |
28,507
+12,010
| +73% | +$741K | 0.37% | 57 |
|
|
2020
Q3 | $703K | Buy |
16,497
+486
| +3% | +$20.7K | 0.16% | 89 |
|
|
2020
Q2 | $811K | Sell |
16,011
-7
| -0% | -$355 | 0.19% | 79 |
|
|
2020
Q1 | $675K | Buy |
16,018
+385
| +2% | +$16.2K | 0.19% | 80 |
|
|
2019
Q4 | $1.25M | Buy |
15,633
+1,715
| +12% | +$137K | 0.3% | 62 |
|
|
2019
Q3 | $985K | Buy |
13,918
+758
| +6% | +$53.6K | 0.33% | 66 |
|
|
2019
Q2 | $922K | Buy |
13,160
+5,777
| +78% | +$405K | 0.26% | 74 |
|
|
2019
Q1 | $459K | Sell |
7,383
-12,601
| -63% | -$783K | 0.13% | 108 |
|
|
2018
Q4 | $1.04M | Sell |
19,984
-5,493
| -22% | -$286K | 0.34% | 64 |
|
|
2018
Q3 | $1.71M | Buy |
25,477
+758
| +3% | +$50.9K | 0.56% | 40 |
|
|
2018
Q2 | $1.69M | Buy |
24,719
+2,270
| +10% | +$155K | 0.55% | 38 |
|
|
2018
Q1 | $1.52M | Buy |
22,449
+1,062
| +5% | +$71.7K | 0.53% | 45 |
|
|
2017
Q4 | $1.59M | Buy |
21,387
+400
| +2% | +$29.8K | 0.56% | 41 |
|
|
2017
Q3 | $1.53M | Buy |
20,987
+1,071
| +5% | +$77.9K | 0.64% | 37 |
|
|
2017
Q2 | $1.33M | Buy |
19,916
+3,719
| +23% | +$249K | 0.66% | 37 |
|
|
2017
Q1 | $969K | Buy |
16,197
+8,240
| +104% | +$493K | 0.5% | 48 |
|
|
2016
Q4 | $473K | Buy |
+7,957
| New | +$473K | 0.25% | 90 |
|