Mayflower Financial Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $866K | Buy |
10,170
+258
| +3% | +$22K | 0.12% | 166 |
|
2025
Q1 | $704K | Sell |
9,912
-312
| -3% | -$22.1K | 0.11% | 183 |
|
2024
Q4 | $720K | Buy |
10,224
+206
| +2% | +$14.5K | 0.11% | 173 |
|
2024
Q3 | $627K | Buy |
10,018
+3,083
| +44% | +$193K | 0.09% | 189 |
|
2024
Q2 | $440K | Buy |
6,935
+109
| +2% | +$6.92K | 0.07% | 230 |
|
2024
Q1 | $432K | Sell |
6,826
-1,219
| -15% | -$77.1K | 0.07% | 231 |
|
2023
Q4 | $414K | Buy |
8,045
+155
| +2% | +$7.97K | 0.06% | 222 |
|
2023
Q3 | $325K | Sell |
7,890
-1,991
| -20% | -$81.9K | 0.05% | 243 |
|
2023
Q2 | $455K | Buy |
9,881
+229
| +2% | +$10.5K | 0.06% | 215 |
|
2023
Q1 | $453K | Buy |
9,652
+160
| +2% | +$7.5K | 0.06% | 215 |
|
2022
Q4 | $429K | Sell |
9,492
-1,078
| -10% | -$48.8K | 0.06% | 219 |
|
2022
Q3 | $440K | Buy |
10,570
+993
| +10% | +$41.3K | 0.07% | 205 |
|
2022
Q2 | $440K | Buy |
9,577
+184
| +2% | +$8.45K | 0.07% | 204 |
|
2022
Q1 | $502K | Buy |
9,393
+299
| +3% | +$16K | 0.07% | 199 |
|
2021
Q4 | $549K | Buy |
9,094
+736
| +9% | +$44.4K | 0.07% | 185 |
|
2021
Q3 | $600K | Buy |
8,358
+522
| +7% | +$37.5K | 0.08% | 170 |
|
2021
Q2 | $554K | Buy |
7,836
+26
| +0.3% | +$1.84K | 0.08% | 161 |
|
2021
Q1 | $568K | Sell |
7,810
-118
| -1% | -$8.58K | 0.08% | 149 |
|
2020
Q4 | $489K | Buy |
+7,928
| New | +$489K | 0.08% | 151 |
|