Lehman & Derafelo Financial Resources’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $269K | Sell |
5,942
-298
| -5% | -$13.5K | 0.08% | 91 |
|
|
2022
Q3 | $260K | Buy |
6,240
+253
| +4% | +$10.5K | 0.08% | 81 |
|
|
2022
Q2 | $275K | Buy |
5,987
+681
| +13% | +$31.3K | 0.09% | 83 |
|
|
2022
Q1 | $283K | Buy |
5,306
+2
| +0% | +$107 | 0.08% | 88 |
|
|
2021
Q4 | $320K | Sell |
5,304
-373
| -7% | -$22.5K | 0.1% | 77 |
|
|
2021
Q3 | $398K | Sell |
5,677
-515
| -8% | -$36.1K | 0.13% | 68 |
|
|
2021
Q2 | $438K | Buy |
6,192
+2
| +0% | +$141 | 0.12% | 75 |
|
|
2021
Q1 | $450K | Buy |
6,190
+2
| +0% | +$145 | 0.13% | 70 |
|
|
2020
Q4 | $382K | Buy |
6,188
+697
| +13% | +$43K | 0.11% | 76 |
|
|
2020
Q3 | $237K | Sell |
5,491
-300
| -5% | -$12.9K | 0.08% | 87 |
|
|
2020
Q2 | $296K | Buy |
5,791
+695
| +14% | +$35.5K | 0.1% | 68 |
|
|
2020
Q1 | $215K | Buy |
5,096
+550
| +12% | +$23.2K | 0.09% | 83 |
|
|
2019
Q4 | $363K | Buy |
4,546
+181
| +4% | +$14.5K | 0.13% | 71 |
|
|
2019
Q3 | $302K | Buy |
4,365
+205
| +5% | +$14.2K | 0.12% | 74 |
|
|
2019
Q2 | $297K | Sell |
4,160
-1,300
| -24% | -$92.8K | 0.12% | 74 |
|
|
2019
Q1 | $340K | Sell |
5,460
-240
| -4% | -$14.9K | 0.15% | 64 |
|
|
2018
Q4 | $297K | Buy |
+5,700
| New | +$297K | 0.15% | 64 |
|