MSA
Marino Stram & Associates’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Buy |
6,756
+138
| +2% | +$11.7K | 0.12% | 107 |
|
|
2025
Q1 | $470K | Sell |
6,618
-10
| -0.2% | -$710 | 0.1% | 109 |
|
|
2024
Q4 | $467K | Buy |
6,628
+3
| +0% | +$211 | 0.1% | 112 |
|
|
2024
Q3 | $415K | Sell |
6,625
-98
| -1% | -$6.14K | 0.09% | 115 |
|
|
2024
Q2 | $427K | Buy |
6,723
+141
| +2% | +$8.95K | 0.1% | 111 |
|
|
2024
Q1 | $416K | Sell |
6,582
-412
| -6% | -$26.1K | 0.1% | 119 |
|
|
2023
Q4 | $360K | Buy |
6,994
+4
| +0.1% | +$206 | 0.09% | 124 |
|
|
2023
Q3 | $288K | Buy |
6,990
+292
| +4% | +$12K | 0.08% | 130 |
|
|
2023
Q2 | $308K | Buy |
6,698
+84
| +1% | +$3.87K | 0.09% | 127 |
|
|
2023
Q1 | $310K | Sell |
6,614
-6
| -0.1% | -$281 | 0.09% | 123 |
|
|
2022
Q4 | $299K | Buy |
6,620
+1,313
| +25% | +$59.4K | 0.09% | 121 |
|
|
2022
Q3 | $221K | Sell |
5,307
-403
| -7% | -$16.8K | 0.08% | 127 |
|
|
2022
Q2 | $263K | Buy |
+5,710
| New | +$263K | 0.09% | 124 |
|
|
2021
Q3 | – | Sell |
-13,290
| Closed | -$940K | – | 164 |
|
|
2021
Q2 | $940K | Buy |
+13,290
| New | +$940K | 0.25% | 79 |
|
|
2019
Q2 | – | Sell |
-823
| Closed | -$51K | – | 146 |
|
|
2019
Q1 | $51K | Buy |
823
+23
| +3% | +$1.43K | 0.04% | 161 |
|
|
2018
Q4 | $42K | Buy |
800
+28
| +4% | +$1.47K | 0.04% | 161 |
|
|
2018
Q3 | $55K | Hold |
772
| – | – | 0.04% | 160 |
|
|
2018
Q2 | $52K | Buy |
772
+118
| +18% | +$7.95K | 0.05% | 159 |
|
|
2018
Q1 | $44K | Hold |
654
| – | – | 0.04% | 179 |
|
|
2017
Q4 | $49K | Buy |
+654
| New | +$49K | 0.05% | 171 |
|