Kovitz Investment Group’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $27.1M | Sell |
523,044
-15,690
| -3% | -$812K | 1.67% | 27 |
|
|
2015
Q3 | $26.7M | Sell |
538,734
-1,237
| -0.2% | -$61.4K | 1.56% | 27 |
|
|
2015
Q2 | $29.8M | Buy |
539,971
+117,852
| +28% | +$6.51M | 1.66% | 26 |
|
|
2015
Q1 | $21.7M | Buy |
422,119
+188,124
| +80% | +$9.69M | 1.19% | 33 |
|
|
2014
Q4 | $12.7M | Buy |
233,995
+14,060
| +6% | +$761K | 0.62% | 39 |
|
|
2014
Q3 | $11.4M | Buy |
+219,935
| New | +$11.4M | 0.58% | 34 |
|