Investmark Advisory Group’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,623
| Closed | -$229K | – | 116 |
|
|
2024
Q1 | $229K | Buy |
+3,623
| New | +$229K | 0.13% | 106 |
|
|
2023
Q2 | – | Sell |
-7,055
| Closed | -$331K | – | 106 |
|
|
2023
Q1 | $331K | Buy |
+7,055
| New | +$331K | 0.24% | 72 |
|
|
2022
Q4 | – | Sell |
-7,528
| Closed | -$313K | – | 108 |
|
|
2022
Q3 | $313K | Buy |
7,528
+329
| +5% | +$13.7K | 0.28% | 64 |
|
|
2022
Q2 | $331K | Buy |
7,199
+61
| +0.9% | +$2.81K | 0.33% | 49 |
|
|
2022
Q1 | $381K | Buy |
7,138
+50
| +0.7% | +$2.67K | 0.39% | 48 |
|
|
2021
Q4 | $428K | Buy |
+7,088
| New | +$428K | 0.4% | 42 |
|