Jones Financial Companies’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Buy |
218,296
+41,039
| +23% | +$3.46M | 0.01% | 273 |
|
|
2025
Q1 | $12.5M | Buy |
177,257
+33,289
| +23% | +$2.34M | 0.01% | 283 |
|
|
2024
Q4 | $10.1M | Buy |
143,968
+37,675
| +35% | +$2.65M | 0.01% | 258 |
|
|
2024
Q3 | $6.58M | Buy |
106,293
+42,567
| +67% | +$2.64M | 0.01% | 259 |
|
|
2024
Q2 | $4.04M | Buy |
63,726
+43,740
| +219% | +$2.78M | ﹤0.01% | 230 |
|
|
2024
Q1 | $1.26M | Buy |
19,986
+3,951
| +25% | +$250K | ﹤0.01% | 236 |
|
|
2023
Q4 | $825K | Sell |
16,035
-1,516
| -9% | -$78K | ﹤0.01% | 212 |
|
|
2023
Q3 | $722K | Sell |
17,551
-17,166
| -49% | -$706K | ﹤0.01% | 202 |
|
|
2023
Q2 | $1.6M | Sell |
34,717
-4,121
| -11% | -$190K | ﹤0.01% | 169 |
|
|
2023
Q1 | $1.82M | Sell |
38,838
-1,291
| -3% | -$60.5K | ﹤0.01% | 163 |
|
|
2022
Q4 | $1.82M | Sell |
40,129
-2,177
| -5% | -$98.5K | ﹤0.01% | 164 |
|
|
2022
Q3 | $1.76M | Sell |
42,306
-6,368
| -13% | -$265K | ﹤0.01% | 148 |
|
|
2022
Q2 | $2.24M | Sell |
48,674
-8,728
| -15% | -$401K | ﹤0.01% | 137 |
|
|
2022
Q1 | $3.07M | Sell |
57,402
-45,234
| -44% | -$2.42M | ﹤0.01% | 131 |
|
|
2021
Q4 | $6.2M | Sell |
102,636
-10,972
| -10% | -$663K | 0.01% | 110 |
|
|
2021
Q3 | $7.97M | Sell |
113,608
-20,985
| -16% | -$1.47M | 0.01% | 103 |
|
|
2021
Q2 | $9.52M | Sell |
134,593
-51,684
| -28% | -$3.66M | 0.01% | 96 |
|
|
2021
Q1 | $13.6M | Sell |
186,277
-8,586
| -4% | -$625K | 0.02% | 79 |
|
|
2020
Q4 | $12M | Sell |
194,863
-13,114
| -6% | -$809K | 0.02% | 82 |
|
|
2020
Q3 | $8.97M | Sell |
207,977
-20,091
| -9% | -$866K | 0.02% | 89 |
|
|
2020
Q2 | $11.7M | Buy |
228,068
+2,522
| +1% | +$129K | 0.03% | 74 |
|
|
2020
Q1 | $9.5M | Buy |
225,546
+29,736
| +15% | +$1.25M | 0.02% | 76 |
|
|
2019
Q4 | $15.6M | Sell |
195,810
-12,450
| -6% | -$995K | 0.03% | 59 |
|
|
2019
Q3 | $14.4M | Buy |
208,260
+7,278
| +4% | +$503K | 0.03% | 59 |
|
|
2019
Q2 | $14.1M | Buy |
200,982
+5,021
| +3% | +$352K | 0.03% | 63 |
|
|
2019
Q1 | $12.2M | Buy |
195,961
+19,748
| +11% | +$1.23M | 0.03% | 67 |
|
|
2018
Q4 | $9.17M | Buy |
176,213
+1,666
| +1% | +$86.7K | 0.02% | 74 |
|
|
2018
Q3 | $12.5M | Buy |
174,547
+4,429
| +3% | +$318K | 0.03% | 62 |
|
|
2018
Q2 | $11.4M | Buy |
170,118
+5,689
| +3% | +$381K | 0.03% | 64 |
|
|
2018
Q1 | $11.1M | Buy |
164,429
+6,515
| +4% | +$440K | 0.03% | 61 |
|
|
2017
Q4 | $11.8M | Buy |
157,914
+3,497
| +2% | +$260K | 0.03% | 59 |
|
|
2017
Q3 | $11.2M | Buy |
154,417
+3,560
| +2% | +$259K | 0.03% | 62 |
|
|
2017
Q2 | $10.1M | Buy |
150,857
+5,406
| +4% | +$362K | 0.03% | 65 |
|
|
2017
Q1 | $8.7M | Buy |
145,451
+1,460
| +1% | +$87.3K | 0.03% | 67 |
|
|
2016
Q4 | $8.56M | Sell |
143,991
-1,720
| -1% | -$102K | 0.03% | 64 |
|
|
2016
Q3 | $6.88M | Buy |
145,711
+11,230
| +8% | +$530K | 0.03% | 70 |
|
|
2016
Q2 | $5.7M | Buy |
134,481
+20,717
| +18% | +$878K | 0.02% | 76 |
|
|
2016
Q1 | $4.75M | Buy |
113,764
+27,206
| +31% | +$1.14M | 0.03% | 82 |
|
|
2015
Q4 | $4.48M | Buy |
86,558
+14,854
| +21% | +$769K | 0.03% | 84 |
|
|
2015
Q3 | $3.56M | Buy |
71,704
+12,745
| +22% | +$632K | 0.02% | 91 |
|
|
2015
Q2 | $3.26M | Buy |
58,959
+958
| +2% | +$52.9K | 0.02% | 98 |
|
|
2015
Q1 | $2.99M | Buy |
58,001
+13,417
| +30% | +$691K | 0.02% | 107 |
|
|
2014
Q4 | $2.41M | Sell |
44,584
-1,288
| -3% | -$69.7K | 0.02% | 115 |
|
|
2014
Q3 | $2.38M | Buy |
45,872
+2,152
| +5% | +$112K | 0.02% | 114 |
|
|
2014
Q2 | $2.06M | Buy |
43,720
+7,141
| +20% | +$336K | 0.02% | 123 |
|
|
2014
Q1 | $1.74M | Buy |
36,579
+14,877
| +69% | +$708K | 0.01% | 129 |
|
|
2013
Q4 | $1.13M | Buy |
21,702
+3,308
| +18% | +$172K | 0.01% | 150 |
|
|
2013
Q3 | $892K | Buy |
18,394
+4,732
| +35% | +$229K | 0.01% | 156 |
|
|
2013
Q2 | $655K | Buy |
+13,662
| New | +$655K | 0.01% | 159 |
|