Mark Sheptoff Financial Planning’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.9K | Hold |
680
| – | – | 0.03% | 176 |
|
|
2025
Q1 | $48.3K | Hold |
680
| – | – | 0.03% | 174 |
|
|
2024
Q4 | $47.9K | Hold |
680
| – | – | 0.03% | 178 |
|
|
2024
Q3 | $42.6K | Hold |
680
| – | – | 0.02% | 179 |
|
|
2024
Q2 | $43.2K | Buy |
680
+185
| +37% | +$11.7K | 0.02% | 187 |
|
|
2024
Q1 | $31.3K | Hold |
495
| – | – | 0.02% | 203 |
|
|
2023
Q4 | $25.5K | Sell |
495
-495
| -50% | -$25.5K | 0.02% | 208 |
|
|
2023
Q3 | $40.7K | Hold |
990
| – | – | 0.03% | 161 |
|
|
2023
Q2 | $45.6K | Hold |
990
| – | – | 0.03% | 166 |
|
|
2023
Q1 | $46.4K | Hold |
990
| – | – | 0.03% | 157 |
|
|
2022
Q4 | $44.8K | Hold |
990
| – | – | 0.03% | 157 |
|
|
2022
Q3 | $41K | Sell |
990
-500
| -34% | -$20.7K | 0.03% | 157 |
|
|
2022
Q2 | $69K | Hold |
1,490
| – | – | 0.04% | 137 |
|
|
2022
Q1 | $80K | Buy |
1,490
+250
| +20% | +$13.4K | 0.04% | 144 |
|
|
2021
Q4 | $75K | Hold |
1,240
| – | – | 0.04% | 151 |
|
|
2021
Q3 | $87K | Hold |
1,240
| – | – | 0.05% | 147 |
|
|
2021
Q2 | $88K | Buy |
1,240
+250
| +25% | +$17.7K | 0.05% | 144 |
|
|
2021
Q1 | $72K | Hold |
990
| – | – | 0.04% | 138 |
|
|
2020
Q4 | $61K | Sell |
990
-100
| -9% | -$6.16K | 0.03% | 150 |
|
|
2020
Q3 | $47K | Hold |
1,090
| – | – | 0.03% | 146 |
|
|
2020
Q2 | $56K | Buy |
1,090
+100
| +10% | +$5.14K | 0.04% | 144 |
|
|
2020
Q1 | $42K | Hold |
990
| – | – | 0.03% | 140 |
|
|
2019
Q4 | $79K | Sell |
990
-79
| -7% | -$6.3K | 0.05% | 124 |
|
|
2019
Q3 | $74K | Hold |
1,069
| – | – | 0.05% | 126 |
|
|
2019
Q2 | $75K | Sell |
1,069
-200
| -16% | -$14K | 0.05% | 134 |
|
|
2019
Q1 | $79K | Sell |
1,269
-25
| -2% | -$1.56K | 0.06% | 126 |
|
|
2018
Q4 | $67K | Sell |
1,294
-500
| -28% | -$25.9K | 0.06% | 122 |
|
|
2018
Q3 | $129K | Hold |
1,794
| – | – | 0.09% | 117 |
|
|
2018
Q2 | $120K | Sell |
1,794
-8,357
| -82% | -$559K | 0.09% | 118 |
|
|
2018
Q1 | $685K | Sell |
10,151
-3,419
| -25% | -$231K | 0.48% | 52 |
|
|
2017
Q4 | $1.01M | Buy |
13,570
+1,351
| +11% | +$101K | 0.66% | 46 |
|
|
2017
Q3 | $889K | Buy |
12,219
+11,080
| +973% | +$806K | 0.6% | 47 |
|
|
2017
Q2 | $76K | Sell |
1,139
-1
| -0.1% | -$67 | 0.05% | 154 |
|
|
2017
Q1 | $68K | Buy |
1,140
+1
| +0.1% | +$60 | 0.05% | 160 |
|
|
2016
Q4 | $68K | Sell |
1,139
-20
| -2% | -$1.19K | 0.05% | 157 |
|
|
2016
Q3 | $55K | Hold |
1,159
| – | – | 0.04% | 167 |
|
|
2016
Q2 | $49K | Sell |
1,159
-92
| -7% | -$3.89K | 0.04% | 159 |
|
|
2016
Q1 | $52K | Sell |
1,251
-147
| -11% | -$6.11K | 0.04% | 150 |
|
|
2015
Q4 | $72K | Buy |
1,398
+79
| +6% | +$4.07K | 0.06% | 145 |
|
|
2015
Q3 | $65K | Buy |
1,319
+147
| +13% | +$7.24K | 0.06% | 147 |
|
|
2015
Q2 | $65K | Buy |
1,172
+92
| +9% | +$5.1K | 0.05% | 155 |
|
|
2015
Q1 | $56K | Hold |
1,080
| – | – | 0.05% | 158 |
|
|
2014
Q4 | $58K | Sell |
1,080
-1,100
| -50% | -$59.1K | 0.05% | 156 |
|
|
2014
Q3 | $113K | Buy |
2,180
+640
| +42% | +$33.2K | 0.1% | 134 |
|
|
2014
Q2 | $73K | Hold |
1,540
| – | – | 0.06% | 158 |
|
|
2014
Q1 | $73K | Buy |
+1,540
| New | +$73K | 0.06% | 155 |
|