Lee, Danner & Bass’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,264
| Closed | -$159K | – | 286 |
|
|
2024
Q4 | $159K | Sell |
2,264
-1,049
| -32% | -$73.8K | 0.01% | 238 |
|
|
2024
Q3 | $207K | Sell |
3,313
-250
| -7% | -$15.6K | 0.01% | 214 |
|
|
2024
Q2 | $226K | Buy |
+3,563
| New | +$226K | 0.02% | 203 |
|
|
2021
Q4 | – | Sell |
-3,175
| Closed | -$223K | – | 200 |
|
|
2021
Q3 | $223K | Hold |
3,175
| – | – | 0.02% | 190 |
|
|
2021
Q2 | $225K | Hold |
3,175
| – | – | 0.02% | 191 |
|
|
2021
Q1 | $231K | Buy |
+3,175
| New | +$231K | 0.02% | 180 |
|
|
2020
Q1 | – | Sell |
-2,717
| Closed | -$217K | – | 172 |
|
|
2019
Q4 | $217K | Buy |
+2,717
| New | +$217K | 0.02% | 169 |
|
|
2018
Q4 | – | Sell |
-2,967
| Closed | -$213K | – | 172 |
|
|
2018
Q3 | $213K | Buy |
+2,967
| New | +$213K | 0.02% | 168 |
|
|
2018
Q2 | – | Sell |
-2,982
| Closed | -$201K | – | 172 |
|
|
2018
Q1 | $201K | Buy |
+2,982
| New | +$201K | 0.02% | 172 |
|
|
2016
Q2 | – | Sell |
-4,640
| Closed | -$219K | – | 167 |
|
|
2016
Q1 | $219K | Sell |
4,640
-100
| -2% | -$4.72K | 0.03% | 154 |
|
|
2015
Q4 | $245K | Sell |
4,740
-628
| -12% | -$32.5K | 0.03% | 149 |
|
|
2015
Q3 | $266K | Hold |
5,368
| – | – | 0.04% | 150 |
|
|
2015
Q2 | $297K | Buy |
5,368
+1,304
| +32% | +$72.1K | 0.04% | 147 |
|
|
2015
Q1 | $209K | Sell |
4,064
-38
| -0.9% | -$1.95K | 0.02% | 155 |
|
|
2014
Q4 | $222K | Sell |
4,102
-163
| -4% | -$8.82K | 0.03% | 152 |
|
|
2014
Q3 | $221K | Buy |
+4,265
| New | +$221K | 0.03% | 153 |
|