Laffer Tengler Investments’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-63
| Closed | -$3.24K | – | 423 |
|
|
2023
Q4 | $3.24K | Buy |
+63
| New | +$3.24K | ﹤0.01% | 351 |
|
|
2023
Q3 | – | Sell |
-7,613
| Closed | -$351K | – | 329 |
|
|
2023
Q2 | $351K | Buy |
7,613
+18
| +0.2% | +$829 | 0.09% | 161 |
|
|
2023
Q1 | $356K | Sell |
7,595
-82
| -1% | -$3.85K | 0.1% | 159 |
|
|
2022
Q4 | $347K | Buy |
+7,677
| New | +$347K | 0.1% | 163 |
|
|
2018
Q4 | – | Sell |
-58,704
| Closed | -$4.21M | – | 184 |
|
|
2018
Q3 | $4.21M | Hold |
58,704
| – | – | 1.04% | 9 |
|
|
2018
Q2 | $3.93M | Hold |
58,704
| – | – | 1% | 10 |
|
|
2018
Q1 | $3.96M | Buy |
+58,704
| New | +$3.96M | 0.99% | 12 |
|
|
2016
Q4 | – | Sell |
-67,306
| Closed | -$3.18M | – | 226 |
|
|
2016
Q3 | $3.18M | Hold |
67,306
| – | – | 0.88% | 29 |
|
|
2016
Q2 | $2.85M | Buy |
+67,306
| New | +$2.85M | 0.81% | 31 |
|