Hoertkorn Richard Charles’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.51K | Hold |
100
| – | – | ﹤0.01% | 67 |
|
|
2025
Q1 | $7.1K | Hold |
100
| – | – | ﹤0.01% | 68 |
|
|
2024
Q4 | $7.04K | Hold |
100
| – | – | ﹤0.01% | 71 |
|
|
2024
Q3 | $6.26K | Hold |
100
| – | – | ﹤0.01% | 71 |
|
|
2024
Q2 | $6.35K | Hold |
100
| – | – | ﹤0.01% | 71 |
|
|
2024
Q1 | $6.32K | Hold |
100
| – | – | ﹤0.01% | 71 |
|
|
2023
Q4 | $5.14K | Hold |
100
| – | – | ﹤0.01% | 73 |
|
|
2023
Q3 | $4.11K | Hold |
100
| – | – | ﹤0.01% | 71 |
|
|
2023
Q2 | $4.6K | Hold |
100
| – | – | ﹤0.01% | 72 |
|
|
2023
Q1 | $4.69K | Hold |
100
| – | – | ﹤0.01% | 73 |
|
|
2022
Q4 | $4.52K | Hold |
100
| – | – | ﹤0.01% | 72 |
|
|
2022
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 70 |
|
|
2022
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 69 |
|
|
2022
Q1 | $5K | Sell |
100
-52,510
| -100% | -$2.63M | ﹤0.01% | 72 |
|
|
2021
Q4 | $3.18M | Buy |
52,610
+250
| +0.5% | +$15.1K | 1.29% | 22 |
|
|
2021
Q3 | $3.68M | Hold |
52,360
| – | – | 1.65% | 22 |
|
|
2021
Q2 | $3.7M | Sell |
52,360
-600
| -1% | -$42.4K | 1.66% | 20 |
|
|
2021
Q1 | $3.85M | Sell |
52,960
-1,400
| -3% | -$102K | 1.9% | 19 |
|
|
2020
Q4 | $3.35M | Buy |
54,360
+400
| +0.7% | +$24.7K | 1.84% | 17 |
|
|
2020
Q3 | $2.33M | Sell |
53,960
-3,790
| -7% | -$163K | 1.54% | 18 |
|
|
2020
Q2 | $2.95M | Sell |
57,750
-11,000
| -16% | -$562K | 2.01% | 18 |
|
|
2020
Q1 | $2.9M | Sell |
68,750
-600
| -0.9% | -$25.3K | 2.37% | 17 |
|
|
2019
Q4 | $5.54M | Sell |
69,350
-1,250
| -2% | -$99.9K | 3.41% | 12 |
|
|
2019
Q3 | $4.88M | Hold |
70,600
| – | – | 3.16% | 13 |
|
|
2019
Q2 | $4.94M | Sell |
70,600
-11,900
| -14% | -$833K | 3.29% | 12 |
|
|
2019
Q1 | $5.13M | Sell |
82,500
-2,550
| -3% | -$159K | 3.41% | 12 |
|
|
2018
Q4 | $4.43M | Sell |
85,050
-800
| -0.9% | -$41.7K | 3.12% | 16 |
|
|
2018
Q3 | $6.16M | Buy |
85,850
+1,330
| +2% | +$95.4K | 3.65% | 12 |
|
|
2018
Q2 | $5.66M | Buy |
84,520
+400
| +0.5% | +$26.8K | 3.47% | 14 |
|
|
2018
Q1 | $5.68M | Buy |
84,120
+550
| +0.7% | +$37.1K | 3.5% | 12 |
|
|
2017
Q4 | $6.22M | Sell |
83,570
-1,057
| -1% | -$78.6K | 3.69% | 11 |
|
|
2017
Q3 | $6.16M | Buy |
84,627
+1,125
| +1% | +$81.8K | 3.9% | 11 |
|
|
2017
Q2 | $5.59M | Buy |
83,502
+6,057
| +8% | +$405K | 3.7% | 12 |
|
|
2017
Q1 | $4.63M | Buy |
77,445
+11,090
| +17% | +$663K | 3.09% | 13 |
|
|
2016
Q4 | $3.94M | Buy |
66,355
+33,265
| +101% | +$1.98M | 2.73% | 14 |
|
|
2016
Q3 | $1.56M | Buy |
33,090
+200
| +0.6% | +$9.45K | 1.22% | 30 |
|
|
2016
Q2 | $1.39M | Hold |
32,890
| – | – | 1.11% | 33 |
|
|
2016
Q1 | $1.37M | Hold |
32,890
| – | – | 1.1% | 34 |
|
|
2015
Q4 | $1.7M | Hold |
32,890
| – | – | 1.28% | 26 |
|
|
2015
Q3 | $1.63M | Hold |
32,890
| – | – | 1.29% | 28 |
|
|
2015
Q2 | $1.82M | Buy |
32,890
+150
| +0.5% | +$8.29K | 1.36% | 27 |
|
|
2015
Q1 | $1.69M | Sell |
32,740
-100
| -0.3% | -$5.15K | 1.26% | 30 |
|
|
2014
Q4 | $1.78M | Buy |
32,840
+4,200
| +15% | +$227K | 1.26% | 30 |
|
|
2014
Q3 | $1.48M | Buy |
28,640
+26,640
| +1,332% | +$1.38M | 1.1% | 31 |
|
|
2014
Q2 | $94K | Buy |
+2,000
| New | +$94K | 0.07% | 55 |
|