Landmark Financial Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $205K | Buy |
+3,980
| New | +$205K | 0.07% | 90 |
|
2023
Q1 | – | Sell |
-4,483
| Closed | -$203K | – | 88 |
|
2022
Q4 | $203K | Buy |
+4,483
| New | +$203K | 0.09% | 87 |
|
2021
Q4 | – | Sell |
-3,523
| Closed | -$256K | – | 86 |
|
2021
Q3 | $256K | Sell |
3,523
-107
| -3% | -$7.78K | 0.14% | 61 |
|
2021
Q2 | $257K | Buy |
3,630
+107
| +3% | +$7.58K | 0.12% | 67 |
|
2021
Q1 | $256K | Hold |
3,523
| – | – | 0.14% | 61 |
|
2020
Q4 | $234K | Buy |
+3,523
| New | +$234K | 0.13% | 64 |
|
2020
Q1 | – | Sell |
-3,525
| Closed | -$281K | – | 66 |
|
2019
Q4 | $281K | Sell |
3,525
-497
| -12% | -$39.6K | 0.16% | 57 |
|
2019
Q3 | $277K | Hold |
4,022
| – | – | 0.17% | 50 |
|
2019
Q2 | $281K | Hold |
4,022
| – | – | 0.17% | 50 |
|
2019
Q1 | $250K | Buy |
4,022
+1
| +0% | +$62 | 0.16% | 49 |
|
2018
Q4 | $209K | Hold |
4,021
| – | – | 0.14% | 53 |
|
2018
Q3 | $288K | Hold |
4,021
| – | – | 0.17% | 52 |
|
2018
Q2 | $269K | Buy |
4,021
+58
| +1% | +$3.88K | 0.17% | 48 |
|
2018
Q1 | $268K | Hold |
3,963
| – | – | 0.17% | 50 |
|
2017
Q4 | $294K | Hold |
3,963
| – | – | 0.19% | 47 |
|
2017
Q3 | $288K | Sell |
3,963
-500
| -11% | -$36.3K | 0.19% | 44 |
|
2017
Q2 | $298K | Buy |
4,463
+250
| +6% | +$16.7K | 0.21% | 42 |
|
2017
Q1 | $252K | Sell |
4,213
-1,502
| -26% | -$89.8K | 0.19% | 45 |
|
2016
Q4 | $340K | Sell |
5,715
-1,000
| -15% | -$59.5K | 0.27% | 40 |
|
2016
Q3 | $317K | Hold |
6,715
| – | – | 0.27% | 41 |
|
2016
Q2 | $284K | Sell |
6,715
-650
| -9% | -$27.5K | 0.27% | 43 |
|
2016
Q1 | $307K | Buy |
7,365
+1,402
| +24% | +$58.4K | 0.31% | 41 |
|
2015
Q4 | $308K | Hold |
5,963
| – | – | 0.32% | 36 |
|
2015
Q3 | $295K | Sell |
5,963
-1,000
| -14% | -$49.5K | 0.33% | 34 |
|
2015
Q2 | $384K | Hold |
6,963
| – | – | 0.4% | 30 |
|
2015
Q1 | $359K | Sell |
6,963
-1,000
| -13% | -$51.6K | 0.38% | 33 |
|
2014
Q4 | $431K | Buy |
+7,963
| New | +$431K | 0.44% | 29 |
|