LFR
Lehman Financial Resources’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $420K | Buy |
5,860
+700
| +14% | +$50.2K | 0.2% | 56 |
|
|
2018
Q2 | $345K | Hold |
5,160
| – | – | 0.17% | 60 |
|
|
2018
Q1 | $348K | Sell |
5,160
-700
| -12% | -$47.2K | 0.18% | 56 |
|
|
2017
Q4 | $436K | Buy |
5,860
+1,050
| +22% | +$78.1K | 0.23% | 51 |
|
|
2017
Q3 | $349K | Hold |
4,810
| – | – | 0.18% | 50 |
|
|
2017
Q2 | $322K | Buy |
4,810
+300
| +7% | +$20.1K | 0.18% | 47 |
|
|
2017
Q1 | $269K | Hold |
4,510
| – | – | 0.15% | 51 |
|
|
2016
Q4 | $268K | Buy |
+4,510
| New | +$268K | 0.15% | 49 |
|
|
2015
Q4 | – | Sell |
-210
| Closed | -$10K | – | 100 |
|
|
2015
Q3 | $10K | Hold |
210
| – | – | 0.01% | 306 |
|
|
2015
Q2 | $11K | Sell |
210
-2,000
| -90% | -$105K | 0.01% | 301 |
|
|
2015
Q1 | $114K | Hold |
2,210
| – | – | 0.05% | 88 |
|
|
2014
Q4 | $120K | Hold |
2,210
| – | – | 0.06% | 85 |
|
|
2014
Q3 | $115K | Buy |
2,210
+200
| +10% | +$10.4K | 0.06% | 79 |
|
|
2014
Q2 | $95K | Buy |
2,010
+990
| +97% | +$46.8K | 0.05% | 95 |
|
|
2014
Q1 | $49K | Buy |
1,020
+10
| +1% | +$480 | 0.03% | 140 |
|
|
2013
Q4 | $53K | Sell |
1,010
-5
| -0.5% | -$262 | 0.03% | 118 |
|
|
2013
Q3 | $49K | Buy |
1,015
+1,000
| +6,667% | +$48.3K | 0.03% | 122 |
|
|
2013
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 333 |
|