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