LB
Legacy Bridge’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,518
| Closed | -$597K | – | 294 |
|
|
2023
Q3 | $597K | Sell |
14,518
-555
| -4% | -$22.8K | 0.43% | 91 |
|
|
2023
Q2 | $694K | Sell |
15,073
-2,100
| -12% | -$96.7K | 0.46% | 86 |
|
|
2023
Q1 | $805K | Sell |
17,173
-330
| -2% | -$15.5K | 0.56% | 77 |
|
|
2022
Q4 | $792K | Sell |
17,503
-465
| -3% | -$21K | 0.56% | 70 |
|
|
2022
Q3 | $749K | Hold |
17,968
| – | – | 0.6% | 69 |
|
|
2022
Q2 | $826K | Sell |
17,968
-175
| -1% | -$8.05K | 0.61% | 70 |
|
|
2022
Q1 | $969K | Sell |
18,143
-635
| -3% | -$33.9K | 0.57% | 79 |
|
|
2021
Q4 | $1.13M | Hold |
18,778
| – | – | 0.59% | 71 |
|
|
2021
Q3 | $1.32M | Buy |
18,778
+77
| +0.4% | +$5.41K | 0.76% | 44 |
|
|
2021
Q2 | $1.32M | Hold |
18,701
| – | – | 0.75% | 44 |
|
|
2021
Q1 | $1.36M | Buy |
18,701
+12,135
| +185% | +$882K | 0.88% | 33 |
|
|
2020
Q4 | $405K | Sell |
6,566
-4,494
| -41% | -$277K | 0.29% | 108 |
|
|
2020
Q3 | $477K | Sell |
11,060
-75
| -0.7% | -$3.24K | 0.44% | 81 |
|
|
2020
Q2 | $569K | Buy |
11,135
+155
| +1% | +$7.92K | 0.63% | 58 |
|
|
2020
Q1 | $462K | Sell |
10,980
-1,305
| -11% | -$54.9K | 0.58% | 60 |
|
|
2019
Q4 | $981K | Buy |
12,285
+125
| +1% | +$9.98K | 0.81% | 37 |
|
|
2019
Q3 | $840K | Sell |
12,160
-200
| -2% | -$13.8K | 0.8% | 38 |
|
|
2019
Q2 | $866K | Hold |
12,360
| – | – | 0.84% | 34 |
|
|
2019
Q1 | $769K | Hold |
12,360
| – | – | 0.79% | 36 |
|
|
2018
Q4 | $643K | Buy |
+12,360
| New | +$643K | 0.8% | 38 |
|