IAA
Independent Advisor Alliance’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.99M | Sell |
82,172
-3,488
| -4% | -$297K | 0.2% | 87 |
|
|
2025
Q1 | $6.08M | Buy |
85,660
+4,704
| +6% | +$334K | 0.2% | 82 |
|
|
2024
Q4 | $5.7M | Buy |
80,956
+10,704
| +15% | +$753K | 0.08% | 244 |
|
|
2024
Q3 | $4.4M | Buy |
70,252
+851
| +1% | +$53.3K | 0.16% | 113 |
|
|
2024
Q2 | $4.4M | Buy |
69,401
+6,225
| +10% | +$395K | 0.15% | 117 |
|
|
2024
Q1 | $4M | Buy |
63,176
+16,936
| +37% | +$1.07M | 0.14% | 124 |
|
|
2023
Q4 | $2.38M | Buy |
46,240
+1,663
| +4% | +$85.5K | 0.09% | 191 |
|
|
2023
Q3 | $1.83M | Sell |
44,577
-5,022
| -10% | -$207K | 0.08% | 206 |
|
|
2023
Q2 | $2.28M | Buy |
49,599
+1,072
| +2% | +$49.4K | 0.1% | 176 |
|
|
2023
Q1 | $2.28M | Sell |
48,527
-2,425
| -5% | -$114K | 0.11% | 174 |
|
|
2022
Q4 | $2.31K | Sell |
50,952
-2,765
| -5% | -$125 | ﹤0.01% | 243 |
|
|
2022
Q3 | $2.24M | Buy |
53,717
+805
| +2% | +$33.5K | 0.13% | 149 |
|
|
2022
Q2 | $2.43M | Buy |
52,912
+15,411
| +41% | +$709K | 0.14% | 137 |
|
|
2022
Q1 | $2M | Buy |
37,501
+6,073
| +19% | +$324K | 0.1% | 185 |
|
|
2021
Q4 | $1.9M | Buy |
31,428
+693
| +2% | +$41.9K | 0.09% | 168 |
|
|
2021
Q3 | $2.16M | Buy |
30,735
+2,486
| +9% | +$174K | 0.12% | 152 |
|
|
2021
Q2 | $2M | Buy |
28,249
+661
| +2% | +$46.8K | 0.11% | 171 |
|
|
2021
Q1 | $2.01M | Buy |
27,588
+2,140
| +8% | +$156K | 0.12% | 153 |
|
|
2020
Q4 | $1.57M | Sell |
25,448
-6,350
| -20% | -$392K | 0.11% | 155 |
|
|
2020
Q3 | $1.37M | Buy |
31,798
+3,098
| +11% | +$134K | 0.1% | 147 |
|
|
2020
Q2 | $1.47M | Buy |
28,700
+2,366
| +9% | +$121K | 0.16% | 116 |
|
|
2020
Q1 | $1.11M | Buy |
26,334
+5,631
| +27% | +$237K | 0.16% | 113 |
|
|
2019
Q4 | $1.65M | Sell |
20,703
-261
| -1% | -$20.9K | 0.07% | 266 |
|
|
2019
Q3 | $1.45M | Sell |
20,964
-19,037
| -48% | -$1.31M | 0.18% | 115 |
|
|
2019
Q2 | $2.8M | Buy |
40,001
+878
| +2% | +$61.5K | 0.41% | 53 |
|
|
2019
Q1 | $2.43M | Buy |
39,123
+1,728
| +5% | +$108K | 0.34% | 67 |
|
|
2018
Q4 | $1.95M | Sell |
37,395
-2,428
| -6% | -$126K | 0.34% | 65 |
|
|
2018
Q3 | $2.7M | Buy |
39,823
+4,149
| +12% | +$281K | 0.49% | 43 |
|
|
2018
Q2 | $2.26M | Buy |
35,674
+5,319
| +18% | +$337K | 0.47% | 48 |
|
|
2018
Q1 | $2.06M | Buy |
30,355
+1,828
| +6% | +$124K | 0.46% | 49 |
|
|
2017
Q4 | $2.13M | Buy |
28,527
+7,382
| +35% | +$550K | 0.47% | 49 |
|
|
2017
Q3 | $1.59M | Buy |
21,145
+221
| +1% | +$16.7K | 0.44% | 65 |
|
|
2017
Q2 | $1.42M | Sell |
20,924
-4,420
| -17% | -$299K | 0.45% | 72 |
|
|
2017
Q1 | $1.51M | Buy |
25,344
+3,462
| +16% | +$206K | 0.24% | 125 |
|
|
2016
Q4 | $1.23M | Buy |
+21,882
| New | +$1.23M | 0.53% | 64 |
|