Kings Point Capital Management’s Citigroup C Stock Holding History

Kings Point Capital Management’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	$38K	Sell	719 -348	-33%	-$18.4K	﹤0.01%	370
2021 Q4	$64K	Sell	1,067 -9	-0.8%	-$540	0.01%	345
2021 Q3	$76K	Buy	1,076 +493	+85%	+$34.8K	0.01%	300
2021 Q2	$41K	Buy	583 +9	+2%	+$633	﹤0.01%	361
2021 Q1	$42K	Sell	574 -1,675	-74%	-$123K	﹤0.01%	342
2020 Q4	$139K	Sell	2,249 -845	-27%	-$52.2K	0.01%	214
2020 Q3	$133K	Buy	3,094 +2,294	+287%	+$98.6K	0.02%	206
2020 Q2	$41K	Sell	800 -2,512	-76%	-$129K	0.01%	294
2020 Q1	$140K	Sell	3,312 -2,643	-44%	-$112K	0.02%	178
2019 Q4	$476K	Buy	5,955 +4,882	+455%	+$390K	0.07%	127
2019 Q3	$74K	Buy	1,073 +448	+72%	+$30.9K	0.01%	245
2019 Q2	$44K	Hold	625	–	–	0.01%	273
2019 Q1	$39K	Sell	625 -124	-17%	-$7.74K	0.01%	253
2018 Q4	$39K	Hold	749	–	–	0.01%	245
2018 Q3	$54K	Hold	749	–	–	0.01%	232
2018 Q2	$50K	Buy	749 +200	+36%	+$13.4K	0.01%	235
2018 Q1	$37K	Hold	549	–	–	0.01%	266
2017 Q4	$41K	Hold	549	–	–	0.01%	249
2017 Q3	$40K	Sell	549 -259	-32%	-$18.9K	0.01%	238
2017 Q2	$54K	Buy	808 +373	+86%	+$24.9K	0.01%	211
2017 Q1	$26K	Buy	435 +10	+2%	+$598	0.01%	272
2016 Q4	$25K	Hold	425	–	–	0.01%	247
2016 Q3	$20K	Hold	425	–	–	0.01%	252
2016 Q2	$18K	Hold	425	–	–	﹤0.01%	259
2016 Q1	$18K	Sell	425 -6,000	-93%	-$254K	﹤0.01%	269
2015 Q4	$332K	Hold	6,425	–	–	0.08%	98
2015 Q3	$319K	Hold	6,425	–	–	0.08%	104
2015 Q2	$355K	Sell	6,425 -1,675	-21%	-$92.5K	0.09%	105
2015 Q1	$417K	Buy	8,100 +1,325	+20%	+$68.2K	0.1%	100
2014 Q4	$367K	Buy	6,775 +500	+8%	+$27.1K	0.1%	89
2014 Q3	$325K	Buy	6,275 +275	+5%	+$14.2K	0.1%	90
2014 Q2	$283K	Sell	6,000 -189	-3%	-$8.92K	0.09%	92
2014 Q1	$295K	Buy	6,189 +189	+3%	+$9.01K	0.1%	89
2013 Q4	$313K	Hold	6,000	–	–	0.11%	79
2013 Q3	$291K	Sell	6,000 -1,000	-14%	-$48.5K	0.11%	79
2013 Q2	$336K	Buy	+7,000	New	+$336K	0.14%	78