LA
Legacy Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,865
| Closed | -$700K | – | 75 |
|
|
2025
Q1 | $700K | Buy |
9,865
+446
| +5% | +$31.7K | 0.07% | 209 |
|
|
2024
Q4 | $663K | Buy |
9,419
+5,456
| +138% | +$384K | 0.06% | 222 |
|
|
2024
Q3 | $248K | Buy |
3,963
+76
| +2% | +$4.76K | 0.03% | 329 |
|
|
2024
Q2 | $247K | Buy |
3,887
+374
| +11% | +$23.7K | 0.03% | 282 |
|
|
2024
Q1 | $222K | Buy |
+3,513
| New | +$222K | 0.03% | 287 |
|
|
2023
Q3 | – | Sell |
-6,974
| Closed | -$321K | – | 283 |
|
|
2023
Q2 | $321K | Sell |
6,974
-204
| -3% | -$9.39K | 0.05% | 214 |
|
|
2023
Q1 | $337K | Buy |
+7,178
| New | +$337K | 0.06% | 190 |
|
|
2020
Q1 | – | Sell |
-5,200
| Closed | -$415K | – | 99 |
|
|
2019
Q4 | $415K | Buy |
+5,200
| New | +$415K | 0.26% | 76 |
|
|
2019
Q3 | – | Sell |
-235
| Closed | -$16K | – | 143 |
|
|
2019
Q2 | $16K | Sell |
235
-147
| -38% | -$10K | 0.01% | 271 |
|
|
2019
Q1 | $24K | Sell |
382
-5,604
| -94% | -$352K | 0.01% | 262 |
|
|
2018
Q4 | $312K | Sell |
5,986
-82
| -1% | -$4.27K | 0.24% | 86 |
|
|
2018
Q3 | $435K | Buy |
6,068
+4,350
| +253% | +$312K | 0.21% | 96 |
|
|
2018
Q2 | $115K | Buy |
1,718
+1,336
| +350% | +$89.4K | 0.09% | 128 |
|
|
2018
Q1 | $27K | Buy |
382
+100
| +35% | +$7.07K | 0.02% | 191 |
|
|
2017
Q4 | $20K | Hold |
282
| – | – | 0.02% | 190 |
|
|
2017
Q3 | $20K | Buy |
282
+12
| +4% | +$851 | 0.02% | 161 |
|
|
2017
Q2 | $18K | Buy |
+270
| New | +$18K | 0.02% | 138 |
|