LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-850
| Closed | -$68.9K | – | 561 |
|
|
2024
Q4 | $68.9K | Hold |
850
| – | – | ﹤0.01% | 369 |
|
|
2024
Q3 | $53.6K | Hold |
850
| – | – | ﹤0.01% | 382 |
|
|
2024
Q2 | $57.2K | Hold |
850
| – | – | ﹤0.01% | 382 |
|
|
2024
Q1 | $51.8K | Hold |
850
| – | – | ﹤0.01% | 391 |
|
|
2023
Q4 | $47.7K | Hold |
850
| – | – | ﹤0.01% | 407 |
|
|
2023
Q3 | $35.1K | Sell |
850
-2,200
| -72% | -$91K | ﹤0.01% | 446 |
|
|
2023
Q2 | $140K | Buy |
3,050
+172
| +6% | +$7.92K | ﹤0.01% | 327 |
|
|
2023
Q1 | $135K | Hold |
2,878
| – | – | ﹤0.01% | 314 |
|
|
2022
Q4 | $130K | Sell |
2,878
-11
| -0.4% | -$498 | ﹤0.01% | 316 |
|
|
2022
Q3 | $120K | Hold |
2,889
| – | – | ﹤0.01% | 331 |
|
|
2022
Q2 | $133K | Buy |
2,889
+39
| +1% | +$1.8K | ﹤0.01% | 330 |
|
|
2022
Q1 | $152K | Hold |
2,850
| – | – | ﹤0.01% | 328 |
|
|
2021
Q4 | $172K | Sell |
2,850
-108
| -4% | -$6.52K | ﹤0.01% | 330 |
|
|
2021
Q3 | $208K | Sell |
2,958
-268
| -8% | -$18.8K | ﹤0.01% | 304 |
|
|
2021
Q2 | $228K | Sell |
3,226
-95
| -3% | -$6.71K | ﹤0.01% | 300 |
|
|
2021
Q1 | $242K | Sell |
3,321
-1,997
| -38% | -$146K | ﹤0.01% | 274 |
|
|
2020
Q4 | $328K | Buy |
5,318
+3,270
| +160% | +$202K | ﹤0.01% | 241 |
|
|
2020
Q3 | $88K | Sell |
2,048
-1,646
| -45% | -$70.7K | ﹤0.01% | 341 |
|
|
2020
Q2 | $189K | Buy |
3,694
+88
| +2% | +$4.5K | ﹤0.01% | 252 |
|
|
2020
Q1 | $152K | Buy |
3,606
+48
| +1% | +$2.02K | ﹤0.01% | 255 |
|
|
2019
Q4 | $284K | Sell |
3,558
-290
| -8% | -$23.1K | ﹤0.01% | 240 |
|
|
2019
Q3 | $266K | Sell |
3,848
-629
| -14% | -$43.5K | ﹤0.01% | 233 |
|
|
2019
Q2 | $314K | Buy |
4,477
+1,740
| +64% | +$122K | ﹤0.01% | 224 |
|
|
2019
Q1 | $170K | Sell |
2,737
-243
| -8% | -$15.1K | ﹤0.01% | 270 |
|
|
2018
Q4 | $155K | Buy |
2,980
+337
| +13% | +$17.5K | ﹤0.01% | 275 |
|
|
2018
Q3 | $190K | Hold |
2,643
| – | – | ﹤0.01% | 276 |
|
|
2018
Q2 | $177K | Hold |
2,643
| – | – | ﹤0.01% | 281 |
|
|
2018
Q1 | $178K | Hold |
2,643
| – | – | ﹤0.01% | 290 |
|
|
2017
Q4 | $197K | Sell |
2,643
-440
| -14% | -$32.8K | ﹤0.01% | 287 |
|
|
2017
Q3 | $224K | Buy |
3,083
+1,083
| +54% | +$78.7K | ﹤0.01% | 269 |
|
|
2017
Q2 | $137K | Sell |
2,000
-200
| -9% | -$13.7K | ﹤0.01% | 312 |
|
|
2017
Q1 | $132K | Buy |
2,200
+2,000
| +1,000% | +$120K | ﹤0.01% | 320 |
|
|
2016
Q4 | $12K | Buy |
200
+163
| +441% | +$9.78K | ﹤0.01% | 514 |
|
|
2016
Q3 | $2K | Sell |
37
-153
| -81% | -$8.27K | ﹤0.01% | 595 |
|
|
2016
Q2 | $8K | Hold |
190
| – | – | ﹤0.01% | 556 |
|
|
2016
Q1 | $8K | Hold |
190
| – | – | ﹤0.01% | 551 |
|
|
2015
Q4 | $10K | Buy |
+190
| New | +$10K | ﹤0.01% | 562 |
|