Lantz Financial’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Buy |
3,114
+222
| +8% | +$18.9K | 0.07% | 194 |
|
|
2025
Q1 | $205K | Buy |
2,892
+42
| +1% | +$2.98K | 0.06% | 211 |
|
|
2024
Q4 | $201K | Buy |
+2,850
| New | +$201K | 0.05% | 219 |
|
|
2023
Q3 | – | Sell |
-4,735
| Closed | -$218K | – | 187 |
|
|
2023
Q2 | $218K | Buy |
4,735
+380
| +9% | +$17.5K | 0.09% | 173 |
|
|
2023
Q1 | $204K | Sell |
4,355
-526
| -11% | -$24.7K | 0.08% | 182 |
|
|
2022
Q4 | $221K | Sell |
4,881
-150
| -3% | -$6.79K | 0.1% | 166 |
|
|
2022
Q3 | $210K | Hold |
5,031
| – | – | 0.11% | 153 |
|
|
2022
Q2 | $231K | Hold |
5,031
| – | – | 0.1% | 149 |
|
|
2022
Q1 | $269K | Sell |
5,031
-137
| -3% | -$7.33K | 0.11% | 147 |
|
|
2021
Q4 | $312K | Hold |
5,168
| – | – | 0.14% | 123 |
|
|
2021
Q3 | $363K | Buy |
5,168
+103
| +2% | +$7.24K | 0.19% | 108 |
|
|
2021
Q2 | $358K | Hold |
5,065
| – | – | 0.18% | 107 |
|
|
2021
Q1 | $368K | Sell |
5,065
-50
| -1% | -$3.63K | 0.21% | 94 |
|
|
2020
Q4 | $315K | Sell |
5,115
-349
| -6% | -$21.5K | 0.2% | 94 |
|
|
2020
Q3 | $236K | Buy |
5,464
+128
| +2% | +$5.53K | 0.16% | 102 |
|
|
2020
Q2 | $273K | Sell |
5,336
-2,000
| -27% | -$102K | 0.2% | 91 |
|
|
2020
Q1 | $309K | Buy |
7,336
+43
| +0.6% | +$1.81K | 0.24% | 86 |
|
|
2019
Q4 | $583K | Hold |
7,293
| – | – | 0.35% | 72 |
|
|
2019
Q3 | $483K | Buy |
7,293
+33
| +0.5% | +$2.19K | 0.33% | 77 |
|
|
2019
Q2 | $511K | Sell |
7,260
-333
| -4% | -$23.4K | 0.35% | 74 |
|
|
2019
Q1 | $472K | Buy |
+7,593
| New | +$472K | 0.34% | 72 |
|