Lee Financial’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,473
| Closed | -$283K | – | 150 |
|
|
2024
Q1 | $283K | Hold |
4,473
| – | – | 0.05% | 122 |
|
|
2023
Q4 | $230K | Buy |
4,473
+3,866
| +637% | +$199K | 0.04% | 135 |
|
|
2023
Q3 | $25K | Hold |
607
| – | – | ﹤0.01% | 278 |
|
|
2023
Q2 | $27.9K | Hold |
607
| – | – | ﹤0.01% | 267 |
|
|
2023
Q1 | $28.5K | Buy |
607
+11
| +2% | +$516 | ﹤0.01% | 275 |
|
|
2022
Q4 | $27K | Sell |
596
-341
| -36% | -$15.4K | ﹤0.01% | 308 |
|
|
2022
Q3 | $39K | Sell |
937
-15
| -2% | -$624 | 0.01% | 269 |
|
|
2022
Q2 | $44K | Sell |
952
-106
| -10% | -$4.9K | 0.01% | 258 |
|
|
2022
Q1 | $57K | Buy |
1,058
+384
| +57% | +$20.7K | 0.01% | 229 |
|
|
2021
Q4 | $41K | Sell |
674
-109
| -14% | -$6.63K | 0.01% | 274 |
|
|
2021
Q3 | $55K | Buy |
783
+257
| +49% | +$18.1K | 0.01% | 219 |
|
|
2021
Q2 | $37K | Buy |
526
+161
| +44% | +$11.3K | 0.01% | 257 |
|
|
2021
Q1 | $27K | Hold |
365
| – | – | 0.01% | 272 |
|
|
2020
Q4 | $23K | Hold |
365
| – | – | 0.01% | 268 |
|
|
2020
Q3 | $16K | Hold |
365
| – | – | ﹤0.01% | 335 |
|
|
2020
Q2 | $19K | Sell |
365
-1,004
| -73% | -$52.3K | 0.01% | 281 |
|
|
2020
Q1 | $58K | Buy |
1,369
+900
| +192% | +$38.1K | 0.02% | 156 |
|
|
2019
Q4 | $37K | Hold |
469
| – | – | 0.01% | 207 |
|
|
2019
Q3 | $32K | Hold |
469
| – | – | 0.01% | 217 |
|
|
2019
Q2 | $33K | Hold |
469
| – | – | 0.01% | 222 |
|
|
2019
Q1 | $29K | Buy |
469
+104
| +28% | +$6.43K | 0.01% | 220 |
|
|
2018
Q4 | $19K | Hold |
365
| – | – | 0.01% | 228 |
|
|
2018
Q3 | $26K | Sell |
365
-1,060
| -74% | -$75.5K | 0.01% | 232 |
|
|
2018
Q2 | $95K | Sell |
1,425
-263
| -16% | -$17.5K | 0.02% | 215 |
|
|
2018
Q1 | $114K | Sell |
1,688
-552
| -25% | -$37.3K | 0.03% | 195 |
|
|
2017
Q4 | $167K | Buy |
2,240
+813
| +57% | +$60.6K | 0.05% | 123 |
|
|
2017
Q3 | $104K | Buy |
1,427
+50
| +4% | +$3.64K | 0.03% | 143 |
|
|
2017
Q2 | $92K | Buy |
1,377
+1,012
| +277% | +$67.6K | 0.03% | 152 |
|
|
2017
Q1 | $22K | Sell |
365
-834
| -70% | -$50.3K | 0.01% | 212 |
|
|
2016
Q4 | $71K | Buy |
+1,199
| New | +$71K | 0.04% | 151 |
|