Lodestar Investment Counsel’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $342K | Sell |
4,880
-150
| -3% | -$10.5K | 0.04% | 145 |
|
|
2019
Q1 | $313K | Hold |
5,030
| – | – | 0.03% | 147 |
|
|
2018
Q4 | $262K | Sell |
5,030
-1,000
| -17% | -$52.1K | 0.03% | 151 |
|
|
2018
Q3 | $433K | Hold |
6,030
| – | – | 0.05% | 136 |
|
|
2018
Q2 | $404K | Hold |
6,030
| – | – | 0.05% | 144 |
|
|
2018
Q1 | $407K | Hold |
6,030
| – | – | 0.05% | 137 |
|
|
2017
Q4 | $449K | Buy |
6,030
+1,000
| +20% | +$74.5K | 0.05% | 135 |
|
|
2017
Q3 | $366K | Buy |
5,030
+1,150
| +30% | +$83.7K | 0.05% | 138 |
|
|
2017
Q2 | $259K | Hold |
3,880
| – | – | 0.03% | 148 |
|
|
2017
Q1 | $232K | Hold |
3,880
| – | – | 0.03% | 152 |
|
|
2016
Q4 | $231K | Buy |
+3,880
| New | +$231K | 0.03% | 148 |
|