LFAS
Level Four Advisory Services’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Buy |
172,208
+5,866
| +4% | +$499K | 0.54% | 32 |
|
|
2025
Q1 | $11.8M | Sell |
166,342
-2,757
| -2% | -$196K | 0.49% | 36 |
|
|
2024
Q4 | $11.9M | Buy |
169,099
+10,809
| +7% | +$761K | 0.49% | 36 |
|
|
2024
Q3 | $10.2M | Buy |
158,290
+17,475
| +12% | +$1.12M | 0.43% | 45 |
|
|
2024
Q2 | $8.94M | Buy |
140,815
+39,506
| +39% | +$2.51M | 0.4% | 49 |
|
|
2024
Q1 | $5.21M | Buy |
101,309
+6,842
| +7% | +$352K | 0.29% | 82 |
|
|
2023
Q4 | $4.86M | Sell |
94,467
-17,283
| -15% | -$889K | 0.27% | 91 |
|
|
2023
Q3 | $4.6M | Buy |
111,750
+3,395
| +3% | +$140K | 0.3% | 83 |
|
|
2023
Q2 | $4.99M | Buy |
108,355
+8,731
| +9% | +$402K | 0.3% | 78 |
|
|
2023
Q1 | $4.67M | Buy |
99,624
+25,569
| +35% | +$1.2M | 0.31% | 69 |
|
|
2022
Q4 | $3.35M | Sell |
74,055
-29,930
| -29% | -$1.35M | 0.25% | 94 |
|
|
2022
Q3 | $4.33M | Buy |
103,985
+8,770
| +9% | +$365K | 0.42% | 53 |
|
|
2022
Q2 | $4.38M | Buy |
95,215
+23,109
| +32% | +$1.06M | 0.41% | 63 |
|
|
2022
Q1 | $3.85M | Buy |
72,106
+18,712
| +35% | +$999K | 0.3% | 89 |
|
|
2021
Q4 | $3.22M | Buy |
53,394
+3,617
| +7% | +$218K | 0.25% | 110 |
|
|
2021
Q3 | $3.49M | Sell |
49,777
-2,423
| -5% | -$170K | 0.36% | 80 |
|
|
2021
Q2 | $3.69M | Buy |
52,200
+33,454
| +178% | +$2.37M | 0.26% | 99 |
|
|
2021
Q1 | $1.36M | Buy |
18,746
+3,266
| +21% | +$238K | 0.11% | 208 |
|
|
2020
Q4 | $954K | Sell |
15,480
-5,550
| -26% | -$342K | 0.08% | 257 |
|
|
2020
Q3 | $907K | Sell |
21,030
-1,982
| -9% | -$85.5K | 0.07% | 258 |
|
|
2020
Q2 | $1.18M | Buy |
23,012
+1,925
| +9% | +$98.3K | 0.09% | 230 |
|
|
2020
Q1 | $885K | Buy |
21,087
+3,274
| +18% | +$137K | 0.11% | 214 |
|
|
2019
Q4 | $1.83M | Buy |
17,813
+2,994
| +20% | +$307K | 0.07% | 228 |
|
|
2019
Q3 | $1.02M | Buy |
14,819
+1,308
| +10% | +$90.4K | 0.11% | 202 |
|
|
2019
Q2 | $946K | Buy |
13,511
+598
| +5% | +$41.9K | 0.1% | 206 |
|
|
2019
Q1 | $803K | Buy |
12,913
+267
| +2% | +$16.6K | 0.09% | 228 |
|
|
2018
Q4 | $658K | Buy |
12,646
+1,589
| +14% | +$82.7K | 0.08% | 241 |
|
|
2018
Q3 | $793K | Sell |
11,057
-588
| -5% | -$42.2K | 0.09% | 241 |
|
|
2018
Q2 | $779K | Sell |
11,645
-408
| -3% | -$27.3K | 0.06% | 287 |
|
|
2018
Q1 | $814K | Buy |
12,053
+1,628
| +16% | +$110K | 0.06% | 266 |
|
|
2017
Q4 | $776K | Buy |
10,425
+1,173
| +13% | +$87.3K | 0.06% | 286 |
|
|
2017
Q3 | $673K | Sell |
9,252
-186
| -2% | -$13.5K | 0.06% | 294 |
|
|
2017
Q2 | $562K | Sell |
9,438
-395
| -4% | -$23.5K | 0.09% | 233 |
|
|
2017
Q1 | $586K | Buy |
9,833
+4,568
| +87% | +$272K | 0.06% | 293 |
|
|
2016
Q4 | $313K | Buy |
+5,265
| New | +$313K | 0.04% | 357 |
|