Lenox Wealth Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $14K | Buy |
281
+6
| +2% | +$299 | ﹤0.01% | 426 |
|
|
2021
Q4 | $17K | Sell |
275
-140
| -34% | -$8.66K | ﹤0.01% | 428 |
|
|
2021
Q3 | $29K | Hold |
415
| – | – | ﹤0.01% | 307 |
|
|
2021
Q2 | $29K | Buy |
415
+267
| +180% | +$18.7K | ﹤0.01% | 302 |
|
|
2021
Q1 | $11K | Sell |
148
-448
| -75% | -$33.3K | ﹤0.01% | 394 |
|
|
2020
Q4 | $37K | Buy |
596
+396
| +198% | +$24.6K | 0.01% | 219 |
|
|
2020
Q3 | $9K | Sell |
200
-337
| -63% | -$15.2K | ﹤0.01% | 385 |
|
|
2020
Q2 | $27K | Buy |
+537
| New | +$27K | ﹤0.01% | 245 |
|
|
2019
Q2 | – | Sell |
-74
| Closed | -$5K | – | 435 |
|
|
2019
Q1 | $5K | Buy |
+74
| New | +$5K | ﹤0.01% | 355 |
|
|
2018
Q3 | – | Sell |
-21
| Closed | -$1K | – | 425 |
|
|
2018
Q2 | $1K | Sell |
21
-229
| -92% | -$10.9K | ﹤0.01% | 502 |
|
|
2018
Q1 | $17K | Buy |
+250
| New | +$17K | ﹤0.01% | 288 |
|
|
2017
Q4 | – | Sell |
-18
| Closed | -$1K | – | 396 |
|
|
2017
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 195 |
|
|
2016
Q1 | – | Sell |
-185
| Closed | -$10K | – | 275 |
|
|
2015
Q4 | $10K | Sell |
185
-848
| -82% | -$45.8K | ﹤0.01% | 177 |
|
|
2015
Q3 | $51K | Buy |
+1,033
| New | +$51K | 0.02% | 84 |
|
|
2015
Q2 | – | Sell |
-448
| Closed | -$23K | – | 303 |
|
|
2015
Q1 | $23K | Hold |
448
| – | – | 0.01% | 116 |
|
|
2014
Q4 | $24K | Sell |
448
-265
| -37% | -$14.2K | 0.01% | 116 |
|
|
2014
Q3 | $37K | Sell |
713
-38
| -5% | -$1.97K | 0.02% | 97 |
|
|
2014
Q2 | $36K | Sell |
751
-3,023
| -80% | -$145K | 0.02% | 81 |
|
|
2014
Q1 | $180K | Buy |
3,774
+3,323
| +737% | +$158K | 0.11% | 20 |
|
|
2013
Q4 | $24K | Sell |
451
-293
| -39% | -$15.6K | 0.02% | 103 |
|
|
2013
Q3 | $36K | Hold |
744
| – | – | 0.03% | 45 |
|
|
2013
Q2 | $36K | Buy |
+744
| New | +$36K | 0.04% | 43 |
|