JFS Wealth Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Sell |
4,374
-536
| -11% | -$45.6K | 0.02% | 234 |
|
|
2025
Q1 | $349K | Buy |
4,910
+348
| +8% | +$24.7K | 0.02% | 238 |
|
|
2024
Q4 | $321K | Buy |
4,562
+502
| +12% | +$35.3K | 0.02% | 244 |
|
|
2024
Q3 | $254K | Buy |
4,060
+1,751
| +76% | +$110K | 0.02% | 263 |
|
|
2024
Q2 | $147K | Buy |
2,309
+45
| +2% | +$2.86K | 0.01% | 272 |
|
|
2024
Q1 | $143K | Buy |
2,264
+94
| +4% | +$5.94K | 0.01% | 274 |
|
|
2023
Q4 | $112K | Buy |
2,170
+6
| +0.3% | +$309 | 0.01% | 288 |
|
|
2023
Q3 | $89K | Sell |
2,164
-155
| -7% | -$6.38K | 0.01% | 291 |
|
|
2023
Q2 | $107K | Sell |
2,319
-17
| -0.7% | -$783 | 0.01% | 273 |
|
|
2023
Q1 | $110K | Sell |
2,336
-187
| -7% | -$8.77K | 0.01% | 264 |
|
|
2022
Q4 | $114K | Sell |
2,523
-69
| -3% | -$3.12K | 0.01% | 260 |
|
|
2022
Q3 | $108K | Buy |
2,592
+694
| +37% | +$28.9K | 0.01% | 276 |
|
|
2022
Q2 | $87K | Sell |
1,898
-262
| -12% | -$12K | 0.01% | 298 |
|
|
2022
Q1 | $115K | Buy |
2,160
+244
| +13% | +$13K | 0.01% | 275 |
|
|
2021
Q4 | $116K | Buy |
1,916
+230
| +14% | +$13.9K | 0.01% | 281 |
|
|
2021
Q3 | $118K | Buy |
1,686
+437
| +35% | +$30.6K | 0.01% | 282 |
|
|
2021
Q2 | $88K | Sell |
1,249
-79
| -6% | -$5.57K | 0.01% | 232 |
|
|
2021
Q1 | $97K | Sell |
1,328
-196
| -13% | -$14.3K | 0.02% | 194 |
|
|
2020
Q4 | $94K | Buy |
1,524
+204
| +15% | +$12.6K | 0.02% | 197 |
|
|
2020
Q3 | $57K | Hold |
1,320
| – | – | 0.01% | 219 |
|
|
2020
Q2 | $67K | Buy |
1,320
+43
| +3% | +$2.18K | 0.02% | 210 |
|
|
2020
Q1 | $54K | Sell |
1,277
-107
| -8% | -$4.53K | 0.02% | 213 |
|
|
2019
Q4 | $111K | Buy |
1,384
+100
| +8% | +$8.02K | 0.03% | 187 |
|
|
2019
Q3 | $89K | Buy |
1,284
+35
| +3% | +$2.43K | 0.02% | 193 |
|
|
2019
Q2 | $87K | Sell |
1,249
-83
| -6% | -$5.78K | 0.02% | 196 |
|
|
2019
Q1 | $83K | Hold |
1,332
| – | – | 0.02% | 195 |
|
|
2018
Q4 | $69K | Sell |
1,332
-954
| -42% | -$49.4K | 0.02% | 199 |
|
|
2018
Q3 | $164K | Sell |
2,286
-100
| -4% | -$7.17K | 0.04% | 155 |
|
|
2018
Q2 | $160K | Buy |
2,386
+100
| +4% | +$6.71K | 0.04% | 153 |
|
|
2018
Q1 | $154K | Sell |
2,286
-135
| -6% | -$9.09K | 0.04% | 156 |
|
|
2017
Q4 | $180K | Buy |
2,421
+86
| +4% | +$6.39K | 0.04% | 146 |
|
|
2017
Q3 | $170K | Sell |
2,335
-30
| -1% | -$2.18K | 0.04% | 142 |
|
|
2017
Q2 | $158K | Sell |
2,365
-21
| -0.9% | -$1.4K | 0.04% | 141 |
|
|
2017
Q1 | $142K | Hold |
2,386
| – | – | 0.04% | 154 |
|
|
2016
Q4 | $142K | Sell |
2,386
-274
| -10% | -$16.3K | 0.04% | 154 |
|
|
2016
Q3 | $126K | Sell |
2,660
-24
| -0.9% | -$1.14K | 0.04% | 166 |
|
|
2016
Q2 | $114K | Sell |
2,684
-49
| -2% | -$2.08K | 0.03% | 198 |
|
|
2016
Q1 | $114K | Sell |
2,733
-17
| -0.6% | -$709 | 0.03% | 165 |
|
|
2015
Q4 | $142K | Hold |
2,750
| – | – | 0.04% | 157 |
|
|
2015
Q3 | $136K | Sell |
2,750
-507
| -16% | -$25.1K | 0.06% | 134 |
|
|
2015
Q2 | $180K | Sell |
3,257
-275
| -8% | -$15.2K | 0.09% | 101 |
|
|
2015
Q1 | $182K | Sell |
3,532
-286
| -7% | -$14.7K | 0.09% | 94 |
|
|
2014
Q4 | $207K | Buy |
3,818
+366
| +11% | +$19.8K | 0.03% | 83 |
|
|
2014
Q3 | $179K | Buy |
3,452
+298
| +9% | +$15.5K | 0.03% | 87 |
|
|
2014
Q2 | $149K | Buy |
+3,154
| New | +$149K | 0.03% | 103 |
|
|
2014
Q1 | – | Sell |
-5,904
| Closed | -$308K | – | 116 |
|
|
2013
Q4 | $308K | Buy |
5,904
+556
| +10% | +$29K | 0.13% | 91 |
|
|
2013
Q3 | $259K | Buy |
+5,348
| New | +$259K | 0.12% | 99 |
|