Kays Financial Advisory’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $3.13M | Buy |
72,557
+16,233
| +29% | +$700K | 0.5% | 35 |
|
|
2020
Q2 | $2.88M | Buy |
56,324
+2,014
| +4% | +$103K | 0.5% | 36 |
|
|
2020
Q1 | $2.29M | Buy |
54,310
+4,862
| +10% | +$205K | 0.47% | 38 |
|
|
2019
Q4 | $3.95M | Buy |
49,448
+2,332
| +5% | +$186K | 0.69% | 28 |
|
|
2019
Q3 | $3.25M | Sell |
47,116
-116
| -0.2% | -$8.01K | 0.6% | 32 |
|
|
2019
Q2 | $3.31M | Buy |
47,232
+1,396
| +3% | +$97.8K | 0.61% | 34 |
|
|
2019
Q1 | $2.85M | Buy |
45,836
+5,357
| +13% | +$333K | 0.55% | 34 |
|
|
2018
Q4 | $2.11M | Buy |
40,479
+21,239
| +110% | +$1.11M | 0.48% | 40 |
|
|
2018
Q3 | $1.38M | Buy |
+19,240
| New | +$1.38M | 0.29% | 51 |
|