LPL Financial’s Citizens CIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.9K | Hold |
16,027
| – | – | ﹤0.01% | 5201 |
|
|
2025
Q1 | $72.9K | Hold |
16,027
| – | – | ﹤0.01% | 4969 |
|
|
2024
Q4 | $64.3K | Hold |
16,027
| – | – | ﹤0.01% | 4953 |
|
|
2024
Q3 | $58K | Hold |
16,027
| – | – | ﹤0.01% | 4874 |
|
|
2024
Q2 | $43.6K | Hold |
16,027
| – | – | ﹤0.01% | 4758 |
|
|
2024
Q1 | $34.3K | Hold |
16,027
| – | – | ﹤0.01% | 4723 |
|
|
2023
Q4 | $43.1K | Buy |
16,027
+108
| +0.7% | +$291 | ﹤0.01% | 4603 |
|
|
2023
Q3 | $45.4K | Sell |
15,919
-203
| -1% | -$579 | ﹤0.01% | 4474 |
|
|
2023
Q2 | $38.9K | Buy |
+16,122
| New | +$38.9K | ﹤0.01% | 4400 |
|