Lake Street Advisors Group’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.06M | Buy |
15,059
+598
| +4% | +$42.1K | 0.05% | 218 |
|
|
2024
Q3 | $905K | Sell |
14,461
-692
| -5% | -$43.3K | 0.04% | 230 |
|
|
2024
Q2 | $962K | Buy |
15,153
+74
| +0.5% | +$4.7K | 0.05% | 219 |
|
|
2024
Q1 | $954K | Buy |
15,079
+421
| +3% | +$26.6K | 0.04% | 240 |
|
|
2023
Q4 | $754K | Buy |
14,658
+2,803
| +24% | +$144K | 0.04% | 261 |
|
|
2023
Q3 | $488K | Sell |
11,855
-4,284
| -27% | -$176K | 0.03% | 209 |
|
|
2023
Q2 | $743K | Sell |
16,139
-21
| -0.1% | -$967 | 0.04% | 187 |
|
|
2023
Q1 | $758K | Buy |
16,160
+1,920
| +13% | +$90.1K | 0.05% | 174 |
|
|
2022
Q4 | $644K | Sell |
14,240
-1,905
| -12% | -$86.2K | 0.04% | 173 |
|
|
2022
Q3 | $673K | Buy |
16,145
+3,569
| +28% | +$149K | 0.05% | 170 |
|
|
2022
Q2 | $578K | Sell |
12,576
-2,324
| -16% | -$107K | 0.04% | 168 |
|
|
2022
Q1 | $796K | Sell |
14,900
-2,660
| -15% | -$142K | 0.05% | 157 |
|
|
2021
Q4 | $1.06M | Buy |
17,560
+838
| +5% | +$50.6K | 0.07% | 143 |
|
|
2021
Q3 | $1.17M | Buy |
16,722
+7,184
| +75% | +$504K | 0.13% | 106 |
|
|
2021
Q2 | $707K | Sell |
9,538
-27
| -0.3% | -$2K | 0.05% | 136 |
|
|
2021
Q1 | $696K | Buy |
9,565
+87
| +0.9% | +$6.33K | 0.06% | 129 |
|
|
2020
Q4 | $584K | Buy |
9,478
+395
| +4% | +$24.3K | 0.05% | 140 |
|
|
2020
Q3 | $392K | Sell |
9,083
-2,976
| -25% | -$128K | 0.04% | 165 |
|
|
2020
Q2 | $616K | Buy |
12,059
+697
| +6% | +$35.6K | 0.06% | 119 |
|
|
2020
Q1 | $479K | Sell |
11,362
-720
| -6% | -$30.4K | 0.06% | 116 |
|
|
2019
Q4 | $965K | Buy |
12,082
+867
| +8% | +$69.2K | 0.09% | 68 |
|
|
2019
Q3 | $709K | Sell |
11,215
-821
| -7% | -$51.9K | 0.08% | 76 |
|
|
2019
Q2 | $843K | Buy |
12,036
+1,499
| +14% | +$105K | 0.09% | 64 |
|
|
2019
Q1 | $656K | Buy |
10,537
+772
| +8% | +$48.1K | 0.07% | 80 |
|
|
2018
Q4 | $508K | Buy |
9,765
+47
| +0.5% | +$2.45K | 0.06% | 89 |
|
|
2018
Q3 | $697K | Sell |
9,718
-4,197
| -30% | -$301K | 0.08% | 66 |
|
|
2018
Q2 | $931K | Sell |
13,915
-1,621
| -10% | -$108K | 0.09% | 84 |
|
|
2018
Q1 | $1.05M | Buy |
15,536
+923
| +6% | +$62.3K | 0.12% | 62 |
|
|
2017
Q4 | $1.09M | Buy |
+14,613
| New | +$1.09M | 0.12% | 62 |
|