Jackson Grant Investment Advisers’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.3K | Hold |
344
| – | – | 0.01% | 212 |
|
|
2025
Q1 | $24.4K | Hold |
344
| – | – | 0.01% | 216 |
|
|
2024
Q4 | $24.2K | Hold |
344
| – | – | 0.01% | 217 |
|
|
2024
Q3 | $21.5K | Hold |
344
| – | – | 0.01% | 225 |
|
|
2024
Q2 | $21.8K | Hold |
344
| – | – | 0.01% | 224 |
|
|
2024
Q1 | $21.8K | Hold |
344
| – | – | 0.01% | 218 |
|
|
2023
Q4 | $17.7K | Hold |
344
| – | – | 0.01% | 226 |
|
|
2023
Q3 | $14.1K | Hold |
344
| – | – | 0.01% | 237 |
|
|
2023
Q2 | $15.8K | Hold |
344
| – | – | 0.01% | 236 |
|
|
2023
Q1 | $16.1K | Hold |
344
| – | – | 0.01% | 271 |
|
|
2022
Q4 | $15.6K | Sell |
344
-422
| -55% | -$19.1K | 0.01% | 272 |
|
|
2022
Q3 | $32K | Hold |
766
| – | – | 0.02% | 222 |
|
|
2022
Q2 | $35K | Hold |
766
| – | – | 0.02% | 222 |
|
|
2022
Q1 | $41K | Hold |
766
| – | – | 0.02% | 222 |
|
|
2021
Q4 | $46K | Sell |
766
-900
| -54% | -$54K | 0.02% | 173 |
|
|
2021
Q3 | $117K | Hold |
1,666
| – | – | 0.05% | 139 |
|
|
2021
Q2 | $118K | Buy |
1,666
+45
| +3% | +$3.19K | 0.05% | 139 |
|
|
2021
Q1 | $118K | Buy |
1,621
+721
| +80% | +$52.5K | 0.05% | 138 |
|
|
2020
Q4 | $55K | Buy |
+900
| New | +$55K | 0.03% | 175 |
|
|
2019
Q1 | – | Sell |
-13
| Closed | -$1K | – | 235 |
|
|
2018
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 238 |
|
|
2016
Q1 | – | Sell |
-196
| Closed | -$10K | – | 166 |
|
|
2015
Q4 | $10K | Buy |
+196
| New | +$10K | 0.01% | 164 |
|