Kelly Financial Services’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-182
| Closed | -$11.5K | – | 205 |
|
|
2024
Q2 | $11.5K | Buy |
182
+41
| +29% | +$2.6K | ﹤0.01% | 411 |
|
|
2024
Q1 | $8.9K | Hold |
141
| – | – | ﹤0.01% | 441 |
|
|
2023
Q4 | $7.24K | Hold |
141
| – | – | ﹤0.01% | 432 |
|
|
2023
Q3 | $5.78K | Buy |
141
+1
| +0.7% | +$41 | ﹤0.01% | 441 |
|
|
2023
Q2 | $6.47K | Hold |
140
| – | – | ﹤0.01% | 411 |
|
|
2023
Q1 | $6.58K | Hold |
140
| – | – | ﹤0.01% | 396 |
|
|
2022
Q4 | $6.34K | Hold |
140
| – | – | ﹤0.01% | 371 |
|
|
2022
Q3 | $5.84K | Sell |
140
-51
| -27% | -$2.13K | ﹤0.01% | 379 |
|
|
2022
Q2 | $8.78K | Buy |
191
+11
| +6% | +$506 | ﹤0.01% | 339 |
|
|
2022
Q1 | $9.63K | Hold |
180
| – | – | ﹤0.01% | 346 |
|
|
2021
Q4 | $10.9K | Buy |
180
+50
| +38% | +$3.02K | 0.01% | 334 |
|
|
2021
Q3 | $9.12K | Sell |
130
-9,068
| -99% | -$636K | 0.01% | 344 |
|
|
2021
Q2 | $130K | Buy |
9,198
+9,068
| +6,975% | +$128K | 0.01% | 344 |
|
|
2021
Q1 | $9.46K | Sell |
130
-40
| -24% | -$2.91K | 0.01% | 310 |
|
|
2020
Q4 | $10.5K | Sell |
170
-101
| -37% | -$6.23K | 0.01% | 265 |
|
|
2020
Q3 | $11.7K | Buy |
271
+1
| +0.4% | +$43 | 0.01% | 239 |
|
|
2020
Q2 | $13.8K | Buy |
270
+100
| +59% | +$5.11K | 0.01% | 201 |
|
|
2020
Q1 | $7.16K | Hold |
170
| – | – | 0.01% | 252 |
|
|
2019
Q4 | $13.6K | Hold |
170
| – | – | 0.01% | 200 |
|
|
2019
Q3 | $11.7K | Hold |
170
| – | – | 0.01% | 209 |
|
|
2019
Q2 | $11.9K | Hold |
170
| – | – | 0.01% | 203 |
|
|
2019
Q1 | $10.6K | Buy |
+170
| New | +$10.6K | 0.01% | 215 |
|