LFA
Legacy Financial Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
18,740
+13,595
| +264% | +$1.16M | 0.25% | 67 |
|
|
2025
Q1 | $365K | Buy |
5,145
+1,698
| +49% | +$121K | 0.06% | 252 |
|
|
2024
Q4 | $243K | Buy |
3,447
+10
| +0.3% | +$704 | 0.04% | 301 |
|
|
2024
Q3 | $215K | Sell |
3,437
-652
| -16% | -$40.8K | 0.04% | 330 |
|
|
2024
Q2 | $259K | Buy |
4,089
+182
| +5% | +$11.6K | 0.05% | 282 |
|
|
2024
Q1 | $247K | Sell |
3,907
-41
| -1% | -$2.59K | 0.04% | 276 |
|
|
2023
Q4 | $203K | Buy |
+3,948
| New | +$203K | 0.04% | 283 |
|
|
2023
Q3 | – | Sell |
-5,382
| Closed | -$248K | – | 268 |
|
|
2023
Q2 | $248K | Sell |
5,382
-552
| -9% | -$25.4K | 0.05% | 218 |
|
|
2023
Q1 | $278K | Buy |
+5,934
| New | +$278K | 0.06% | 195 |
|
|
2022
Q2 | – | Sell |
-4,510
| Closed | -$241K | – | 226 |
|
|
2022
Q1 | $241K | Buy |
4,510
+985
| +28% | +$52.6K | 0.05% | 202 |
|
|
2021
Q4 | $213K | Sell |
3,525
-433
| -11% | -$26.2K | 0.05% | 196 |
|
|
2021
Q3 | $278K | Buy |
3,958
+889
| +29% | +$62.4K | 0.07% | 136 |
|
|
2021
Q2 | $217K | Sell |
3,069
-265
| -8% | -$18.7K | 0.05% | 158 |
|
|
2021
Q1 | $243K | Buy |
+3,334
| New | +$243K | 0.07% | 136 |
|
|
2020
Q1 | – | Sell |
-5,034
| Closed | -$402K | – | 71 |
|
|
2019
Q4 | $402K | Sell |
5,034
-43
| -0.8% | -$3.43K | 0.13% | 77 |
|
|
2019
Q3 | $351K | Sell |
5,077
-46
| -0.9% | -$3.18K | 0.12% | 83 |
|
|
2019
Q2 | $359K | Sell |
5,123
-299
| -6% | -$21K | 0.13% | 80 |
|
|
2019
Q1 | $337K | Buy |
5,422
+3,046
| +128% | +$189K | 0.11% | 79 |
|
|
2018
Q4 | $124K | Buy |
2,376
+990
| +71% | +$51.7K | 0.05% | 130 |
|
|
2018
Q3 | $99K | Buy |
1,386
+136
| +11% | +$9.71K | 0.04% | 171 |
|
|
2018
Q2 | $84K | Buy |
1,250
+29
| +2% | +$1.95K | 0.03% | 190 |
|
|
2018
Q1 | $86K | Buy |
1,221
+12
| +1% | +$845 | 0.03% | 181 |
|
|
2017
Q4 | $89K | Buy |
+1,209
| New | +$89K | 0.04% | 189 |
|