Laurel Wealth Advisors (California)’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.53M | Sell |
37,515
-1,938
| -5% | -$79.2K | 0.15% | 153 |
|
|
2022
Q3 | $1.64M | Buy |
39,453
+269
| +0.7% | +$11.2K | 0.18% | 128 |
|
|
2022
Q2 | $1.8M | Sell |
39,184
-3,880
| -9% | -$178K | 0.18% | 119 |
|
|
2022
Q1 | $2.3M | Buy |
43,064
+180
| +0.4% | +$9.61K | 0.19% | 115 |
|
|
2021
Q4 | $2.59M | Buy |
42,884
+26,059
| +155% | +$1.57M | 0.2% | 115 |
|
|
2021
Q3 | $1.18M | Buy |
16,825
+335
| +2% | +$23.5K | 0.22% | 108 |
|
|
2021
Q2 | $1.17M | Sell |
16,490
-379
| -2% | -$26.8K | 0.15% | 151 |
|
|
2021
Q1 | $1.23M | Sell |
16,869
-8,765
| -34% | -$638K | 0.19% | 129 |
|
|
2020
Q4 | $1.58M | Sell |
25,634
-8,642
| -25% | -$533K | 0.23% | 103 |
|
|
2020
Q3 | $1.48M | Buy |
34,276
+20,308
| +145% | +$876K | 0.24% | 98 |
|
|
2020
Q2 | $714K | Buy |
13,968
+316
| +2% | +$16.2K | 0.13% | 170 |
|
|
2020
Q1 | $575K | Sell |
13,652
-284
| -2% | -$12K | 0.13% | 174 |
|
|
2019
Q4 | $1.11M | Sell |
13,936
-8,050
| -37% | -$643K | 0.19% | 137 |
|
|
2019
Q3 | $1.52M | Buy |
21,986
+5,617
| +34% | +$388K | 0.26% | 98 |
|
|
2019
Q2 | $1.15M | Sell |
16,369
-687
| -4% | -$48.1K | 0.25% | 105 |
|
|
2019
Q1 | $1.06M | Buy |
17,056
+2,298
| +16% | +$143K | 0.26% | 103 |
|
|
2018
Q4 | $768K | Sell |
14,758
-4,155
| -22% | -$216K | 0.23% | 112 |
|
|
2018
Q3 | $1.36M | Buy |
18,913
+681
| +4% | +$48.8K | 0.33% | 83 |
|
|
2018
Q2 | $1.22M | Buy |
18,232
+975
| +6% | +$65.2K | 0.32% | 82 |
|
|
2018
Q1 | $1.16M | Sell |
17,257
-17,694
| -51% | -$1.19M | 0.36% | 80 |
|
|
2017
Q4 | $2.6M | Buy |
34,951
+10,269
| +42% | +$764K | 0.75% | 29 |
|
|
2017
Q3 | $1.8M | Sell |
24,682
-3,105
| -11% | -$226K | 0.6% | 41 |
|
|
2017
Q2 | $1.86M | Sell |
27,787
-1,045
| -4% | -$69.9K | 0.66% | 35 |
|
|
2017
Q1 | $1.72M | Buy |
28,832
+9,964
| +53% | +$596K | 0.67% | 37 |
|
|
2016
Q4 | $1.12M | Buy |
18,868
+9,932
| +111% | +$590K | 0.5% | 59 |
|
|
2016
Q3 | $422K | Sell |
8,936
-405
| -4% | -$19.1K | 0.2% | 128 |
|
|
2016
Q2 | $396K | Sell |
9,341
-109
| -1% | -$4.62K | 0.19% | 135 |
|
|
2016
Q1 | $395K | Sell |
9,450
-1,616
| -15% | -$67.5K | 0.2% | 131 |
|
|
2015
Q4 | $573K | Buy |
+11,066
| New | +$573K | 0.3% | 92 |
|