Kovack 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 | $453K | Sell |
5,327
-1,522
| -22% | -$130K | 0.04% | 360 |
|
|
2025
Q1 | $486K | Buy |
6,849
+240
| +4% | +$17K | 0.05% | 310 |
|
|
2024
Q4 | $465K | Buy |
6,609
+1,345
| +26% | +$94.7K | 0.05% | 326 |
|
|
2024
Q3 | $330K | Sell |
5,264
-22,862
| -81% | -$1.43M | 0.03% | 420 |
|
|
2024
Q2 | $1.78M | Sell |
28,126
-4,277
| -13% | -$271K | 0.2% | 109 |
|
|
2024
Q1 | $2.05M | Sell |
32,403
-1,130
| -3% | -$71.5K | 0.25% | 85 |
|
|
2023
Q4 | $1.72M | Buy |
33,533
+17,023
| +103% | +$876K | 0.2% | 108 |
|
|
2023
Q3 | $679K | Buy |
16,510
+5,994
| +57% | +$247K | 0.09% | 201 |
|
|
2023
Q2 | $484K | Buy |
10,516
+2,727
| +35% | +$126K | 0.06% | 298 |
|
|
2023
Q1 | $365K | Sell |
7,789
-127
| -2% | -$5.96K | 0.05% | 366 |
|
|
2022
Q4 | $358K | Sell |
7,916
-150
| -2% | -$6.78K | 0.05% | 366 |
|
|
2022
Q3 | $336K | Buy |
8,066
+58
| +0.7% | +$2.42K | 0.05% | 380 |
|
|
2022
Q2 | $368K | Buy |
8,008
+1,791
| +29% | +$82.3K | 0.05% | 394 |
|
|
2022
Q1 | $331K | Sell |
6,217
-9,134
| -60% | -$486K | 0.03% | 500 |
|
|
2021
Q4 | $927K | Buy |
15,351
+5,829
| +61% | +$352K | 0.09% | 236 |
|
|
2021
Q3 | $668K | Buy |
9,522
+47
| +0.5% | +$3.3K | 0.07% | 301 |
|
|
2021
Q2 | $670K | Buy |
9,475
+202
| +2% | +$14.3K | 0.08% | 284 |
|
|
2021
Q1 | $675K | Sell |
9,273
-281
| -3% | -$20.5K | 0.09% | 249 |
|
|
2020
Q4 | $589K | Buy |
9,554
+546
| +6% | +$33.7K | 0.08% | 247 |
|
|
2020
Q3 | $388K | Buy |
9,008
+2,696
| +43% | +$116K | 0.07% | 279 |
|
|
2020
Q2 | $323K | Buy |
+6,312
| New | +$323K | 0.06% | 306 |
|
|
2020
Q1 | – | Sell |
-4,769
| Closed | -$381K | – | 464 |
|
|
2019
Q4 | $381K | Buy |
4,769
+173
| +4% | +$13.8K | 0.07% | 309 |
|
|
2019
Q3 | $317K | Buy |
4,596
+663
| +17% | +$45.7K | 0.07% | 318 |
|
|
2019
Q2 | $275K | Buy |
3,933
+606
| +18% | +$42.4K | 0.06% | 322 |
|
|
2019
Q1 | $207K | Sell |
3,327
-2,614
| -44% | -$163K | 0.05% | 371 |
|
|
2018
Q4 | $309K | Buy |
+5,941
| New | +$309K | 0.09% | 254 |
|
|
2018
Q2 | – | Sell |
-7,652
| Closed | -$517K | – | 424 |
|
|
2018
Q1 | $517K | Sell |
7,652
-496
| -6% | -$33.5K | 0.13% | 185 |
|
|
2017
Q4 | $606K | Buy |
+8,148
| New | +$606K | 0.15% | 167 |
|