Lenox Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $27K | Sell |
543
-104
| -16% | -$5.17K | 0.01% | 319 |
|
|
2020
Q1 | $27K | Buy |
647
+270
| +72% | +$11.3K | 0.01% | 300 |
|
|
2019
Q4 | $30K | Hold |
377
| – | – | 0.01% | 316 |
|
|
2019
Q3 | $26K | Hold |
377
| – | – | 0.01% | 325 |
|
|
2019
Q2 | $26K | Hold |
377
| – | – | 0.01% | 313 |
|
|
2019
Q1 | $23K | Hold |
377
| – | – | 0.01% | 336 |
|
|
2018
Q4 | $20K | Sell |
377
-22
| -6% | -$1.17K | 0.01% | 289 |
|
|
2018
Q3 | $29K | Buy |
399
+4
| +1% | +$291 | 0.01% | 271 |
|
|
2018
Q2 | $26K | Sell |
395
-201
| -34% | -$13.2K | 0.01% | 260 |
|
|
2018
Q1 | $40K | Sell |
596
-23
| -4% | -$1.54K | 0.01% | 235 |
|
|
2017
Q4 | $46K | Sell |
619
-81
| -12% | -$6.02K | 0.01% | 217 |
|
|
2017
Q3 | $50K | Buy |
700
+323
| +86% | +$23.1K | 0.02% | 223 |
|
|
2017
Q2 | $25K | Hold |
377
| – | – | 0.01% | 278 |
|
|
2017
Q1 | $23K | Sell |
377
-193
| -34% | -$11.8K | 0.02% | 131 |
|
|
2016
Q4 | $34K | Buy |
570
+193
| +51% | +$11.5K | 0.03% | 127 |
|
|
2016
Q3 | $18K | Hold |
377
| – | – | 0.01% | 144 |
|
|
2016
Q2 | $16K | Sell |
377
-10
| -3% | -$424 | 0.01% | 150 |
|
|
2016
Q1 | $16K | Hold |
387
| – | – | 0.01% | 148 |
|
|
2015
Q4 | $20K | Sell |
387
-26
| -6% | -$1.34K | 0.02% | 149 |
|
|
2015
Q3 | $20K | Buy |
413
+26
| +7% | +$1.26K | 0.02% | 92 |
|
|
2015
Q2 | $21K | Hold |
387
| – | – | 0.02% | 96 |
|
|
2015
Q1 | $20K | Sell |
387
-72
| -16% | -$3.72K | 0.01% | 101 |
|
|
2014
Q4 | $24K | Hold |
459
| – | – | 0.02% | 98 |
|
|
2014
Q3 | $24K | Hold |
459
| – | – | 0.02% | 103 |
|
|
2014
Q2 | $22K | Hold |
459
| – | – | 0.02% | 109 |
|
|
2014
Q1 | $22K | Hold |
459
| – | – | 0.01% | 112 |
|
|
2013
Q4 | $24K | Buy |
+459
| New | +$24K | 0.02% | 113 |
|