JNBA Financial 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 | $12.4K | Hold |
146
| – | – | ﹤0.01% | 442 |
|
|
2025
Q1 | $10.4K | Sell |
146
-231
| -61% | -$16.4K | ﹤0.01% | 453 |
|
|
2024
Q4 | $26.6K | Sell |
377
-126
| -25% | -$8.87K | ﹤0.01% | 351 |
|
|
2024
Q3 | $31.5K | Hold |
503
| – | – | ﹤0.01% | 340 |
|
|
2024
Q2 | $31.9K | Hold |
503
| – | – | ﹤0.01% | 332 |
|
|
2024
Q1 | $31.8K | Hold |
503
| – | – | ﹤0.01% | 335 |
|
|
2023
Q4 | $25.9K | Hold |
503
| – | – | ﹤0.01% | 366 |
|
|
2023
Q3 | $20.7K | Sell |
503
-125
| -20% | -$5.14K | ﹤0.01% | 382 |
|
|
2023
Q2 | $28.9K | Hold |
628
| – | – | ﹤0.01% | 345 |
|
|
2023
Q1 | $29.5K | Hold |
628
| – | – | ﹤0.01% | 342 |
|
|
2022
Q4 | $28.4K | Sell |
628
-257
| -29% | -$11.6K | ﹤0.01% | 335 |
|
|
2022
Q3 | $37K | Sell |
885
-101
| -10% | -$4.22K | 0.01% | 301 |
|
|
2022
Q2 | $45K | Buy |
986
+20
| +2% | +$913 | 0.01% | 290 |
|
|
2022
Q1 | $52K | Hold |
966
| – | – | 0.01% | 283 |
|
|
2021
Q4 | $58K | Buy |
966
+80
| +9% | +$4.8K | 0.01% | 284 |
|
|
2021
Q3 | $62K | Hold |
886
| – | – | 0.01% | 269 |
|
|
2021
Q2 | $63K | Hold |
886
| – | – | 0.01% | 267 |
|
|
2021
Q1 | $64K | Hold |
886
| – | – | 0.01% | 260 |
|
|
2020
Q4 | $55K | Hold |
886
| – | – | 0.01% | 255 |
|
|
2020
Q3 | $38K | Buy |
886
+143
| +19% | +$6.13K | 0.01% | 266 |
|
|
2020
Q2 | $38K | Hold |
743
| – | – | 0.01% | 260 |
|
|
2020
Q1 | $31K | Sell |
743
-300
| -29% | -$12.5K | 0.01% | 264 |
|
|
2019
Q4 | $83K | Hold |
1,043
| – | – | 0.02% | 197 |
|
|
2019
Q3 | $72K | Hold |
1,043
| – | – | 0.01% | 199 |
|
|
2019
Q2 | $73K | Hold |
1,043
| – | – | 0.01% | 201 |
|
|
2019
Q1 | $65K | Hold |
1,043
| – | – | 0.01% | 200 |
|
|
2018
Q4 | $54K | Buy |
1,043
+897
| +614% | +$46.4K | 0.01% | 197 |
|
|
2018
Q3 | $10K | Sell |
146
-897
| -86% | -$61.4K | ﹤0.01% | 374 |
|
|
2018
Q2 | $70K | Buy |
1,043
+557
| +115% | +$37.4K | 0.01% | 198 |
|
|
2018
Q1 | $33K | Buy |
486
+15
| +3% | +$1.02K | 0.01% | 264 |
|
|
2017
Q4 | $35K | Sell |
471
-40
| -8% | -$2.97K | 0.01% | 256 |
|
|
2017
Q3 | $37K | Buy |
511
+166
| +48% | +$12K | 0.01% | 238 |
|
|
2017
Q2 | $23K | Hold |
345
| – | – | 0.01% | 278 |
|
|
2017
Q1 | $21K | Sell |
345
-100
| -22% | -$6.09K | 0.01% | 283 |
|
|
2016
Q4 | $26K | Sell |
445
-5,495
| -93% | -$321K | 0.01% | 269 |
|
|
2016
Q3 | $281K | Buy |
5,940
+5,626
| +1,792% | +$266K | 0.04% | 177 |
|
|
2016
Q2 | $13K | Hold |
314
| – | – | ﹤0.01% | 324 |
|
|
2016
Q1 | $13K | Sell |
314
-500
| -61% | -$20.7K | ﹤0.01% | 321 |
|
|
2015
Q4 | $42K | Buy |
814
+500
| +159% | +$25.8K | 0.02% | 209 |
|
|
2015
Q3 | $16K | Hold |
314
| – | – | 0.01% | 299 |
|
|
2015
Q2 | $17K | Hold |
314
| – | – | 0.01% | 299 |
|
|
2015
Q1 | $16K | Sell |
314
-21
| -6% | -$1.07K | 0.01% | 313 |
|
|
2014
Q4 | $18K | Sell |
335
-25
| -7% | -$1.34K | 0.01% | 299 |
|
|
2014
Q3 | $19K | Sell |
360
-78
| -18% | -$4.12K | 0.01% | 297 |
|
|
2014
Q2 | $21K | Hold |
438
| – | – | 0.01% | 264 |
|
|
2014
Q1 | $21K | Hold |
438
| – | – | 0.01% | 249 |
|
|
2013
Q4 | $23K | Sell |
438
-150
| -26% | -$7.88K | 0.01% | 230 |
|
|
2013
Q3 | $29K | Buy |
588
+385
| +190% | +$19K | 0.02% | 194 |
|
|
2013
Q2 | $10K | Buy |
+203
| New | +$10K | 0.01% | 260 |
|