Mark Sheptoff Financial Planning’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.9K | Hold |
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|
2025
Q1 | $48.3K | Hold |
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|
2024
Q4 | $47.9K | Hold |
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|
2024
Q3 | $42.6K | Hold |
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|
2024
Q2 | $43.2K | Buy |
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|
2024
Q1 | $31.3K | Hold |
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|
2023
Q4 | $25.5K | Sell |
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|
2023
Q3 | $40.7K | Hold |
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|
2023
Q2 | $45.6K | Hold |
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|
2023
Q1 | $46.4K | Hold |
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|
2022
Q4 | $44.8K | Hold |
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|
2022
Q3 | $41K | Sell |
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|
2022
Q2 | $69K | Hold |
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|
2022
Q1 | $80K | Buy |
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|
2021
Q4 | $75K | Hold |
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|
2021
Q3 | $87K | Hold |
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|
2021
Q2 | $88K | Buy |
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|
2021
Q1 | $72K | Hold |
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|
2020
Q4 | $61K | Sell |
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|
2020
Q3 | $47K | Hold |
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|
2020
Q2 | $56K | Buy |
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|
2020
Q1 | $42K | Hold |
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|
2019
Q4 | $79K | Sell |
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|
2019
Q3 | $74K | Hold |
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|
2019
Q2 | $75K | Sell |
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|
2019
Q1 | $79K | Sell |
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|
2018
Q4 | $67K | Sell |
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|
2018
Q3 | $129K | Hold |
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|
2018
Q2 | $120K | Sell |
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|
2018
Q1 | $685K | Sell |
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|
2017
Q4 | $1.01M | Buy |
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|
2017
Q3 | $889K | Buy |
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|
2017
Q2 | $76K | Sell |
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|
2017
Q1 | $68K | Buy |
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|
2016
Q4 | $68K | Sell |
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|
2016
Q3 | $55K | Hold |
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|
2016
Q2 | $49K | Sell |
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|
2016
Q1 | $52K | Sell |
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|
2015
Q4 | $72K | Buy |
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|
2015
Q3 | $65K | Buy |
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|
2015
Q2 | $65K | Buy |
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|
2015
Q1 | $56K | Hold |
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|
2014
Q4 | $58K | Sell |
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|
2014
Q3 | $113K | Buy |
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|
2014
Q2 | $73K | Hold |
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|
2014
Q1 | $73K | Buy |
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