Legend Financial Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.19K | Buy |
+61
| New | +$5.19K | ﹤0.01% | 139 |
|
|
2025
Q1 | – | Sell |
-101
| Closed | -$7.11K | – | 64 |
|
|
2024
Q4 | $7.11K | Buy |
101
+40
| +66% | +$2.82K | 0.01% | 135 |
|
|
2024
Q3 | $3.82K | Sell |
61
-40
| -40% | -$2.5K | ﹤0.01% | 134 |
|
|
2024
Q2 | $6.41K | Buy |
101
+40
| +66% | +$2.54K | ﹤0.01% | 180 |
|
|
2024
Q1 | $3.86K | Hold |
61
| – | – | ﹤0.01% | 164 |
|
|
2023
Q4 | $3.14K | Hold |
61
| – | – | ﹤0.01% | 166 |
|
|
2023
Q3 | $2.51K | Hold |
61
| – | – | ﹤0.01% | 177 |
|
|
2023
Q2 | $2.81K | Hold |
61
| – | – | ﹤0.01% | 194 |
|
|
2023
Q1 | $2.86K | Hold |
61
| – | – | ﹤0.01% | 203 |
|
|
2022
Q4 | $2.76K | Hold |
61
| – | – | ﹤0.01% | 213 |
|
|
2022
Q3 | $2.54K | Buy |
+61
| New | +$2.54K | ﹤0.01% | 203 |
|