Homrich & Berg’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$1.41M Buy
20,049
+4,519
+29% +$317K 0.03% 185
2021
Q2
$1.1M Buy
15,530
+4,791
+45% +$339K 0.03% 205
2021
Q1
$781K Sell
10,739
-288
-3% -$20.9K 0.02% 229
2020
Q4
$680K Sell
11,027
-4,535
-29% -$280K 0.02% 236
2020
Q3
$671K Buy
15,562
+428
+3% +$18.5K 0.02% 198
2020
Q2
$773K Buy
15,134
+3,892
+35% +$199K 0.03% 175
2020
Q1
$473K Buy
11,242
+4,332
+63% +$182K 0.03% 196
2019
Q4
$552K Buy
6,910
+467
+7% +$37.3K 0.03% 220
2019
Q3
$445K Sell
6,443
-996
-13% -$68.8K 0.02% 229
2019
Q2
$521K Buy
7,439
+1,788
+32% +$125K 0.03% 222
2019
Q1
$352K Sell
5,651
-949
-14% -$59.1K 0.02% 246
2018
Q4
$344K Buy
6,600
+1,398
+27% +$72.9K 0.02% 234
2018
Q3
$373K Buy
5,202
+1,047
+25% +$75.1K 0.02% 242
2018
Q2
$278K Buy
4,155
+520
+14% +$34.8K 0.02% 262
2018
Q1
$245K Sell
3,635
-555
-13% -$37.4K 0.02% 288
2017
Q4
$312K Buy
4,190
+584
+16% +$43.5K 0.02% 250
2017
Q3
$262K Buy
3,606
+470
+15% +$34.1K 0.02% 274
2017
Q2
$210K Buy
+3,136
New +$210K 0.02% 268