MYIA
Mount Yale Investment Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.71M | Sell |
43,639
-2,788
| -6% | -$237K | 0.29% | 69 |
|
|
2025
Q1 | $3.3M | Sell |
46,427
-18,553
| -29% | -$1.32M | 0.28% | 74 |
|
|
2024
Q4 | $4.57M | Sell |
64,980
-19,524
| -23% | -$1.37M | 0.37% | 49 |
|
|
2024
Q3 | $5.29M | Sell |
84,504
-17,733
| -17% | -$1.11M | 0.51% | 36 |
|
|
2024
Q2 | $6.49M | Sell |
102,237
-16,192
| -14% | -$1.03M | 0.51% | 28 |
|
|
2024
Q1 | $7.49M | Sell |
118,429
-10,743
| -8% | -$679K | 0.57% | 25 |
|
|
2023
Q4 | $6.64M | Sell |
129,172
-18,847
| -13% | -$969K | 0.63% | 21 |
|
|
2023
Q3 | $6.09M | Buy |
148,019
+18,816
| +15% | +$774K | 0.66% | 22 |
|
|
2023
Q2 | $5.95M | Sell |
129,203
-742
| -0.6% | -$34.2K | 0.63% | 30 |
|
|
2023
Q1 | $6.09M | Buy |
129,945
+44,338
| +52% | +$2.08M | 0.68% | 27 |
|
|
2022
Q4 | $3.87M | Sell |
85,607
-39,556
| -32% | -$1.79M | 0.44% | 61 |
|
|
2022
Q3 | $5.22M | Buy |
125,163
+4,654
| +4% | +$194K | 0.69% | 30 |
|
|
2022
Q2 | $5.54M | Buy |
120,509
+13,472
| +13% | +$620K | 0.7% | 29 |
|
|
2022
Q1 | $5.72M | Buy |
107,037
+5,615
| +6% | +$300K | 0.62% | 33 |
|
|
2021
Q4 | $6.13M | Sell |
101,422
-7,016
| -6% | -$424K | 0.64% | 33 |
|
|
2021
Q3 | $7.61M | Buy |
108,438
+874
| +0.8% | +$61.3K | 0.88% | 16 |
|
|
2021
Q2 | $7.61M | Sell |
107,564
-1,121
| -1% | -$79.3K | 0.92% | 13 |
|
|
2021
Q1 | $7.91M | Sell |
108,685
-6,117
| -5% | -$445K | 1.03% | 11 |
|
|
2020
Q4 | $7.08M | Sell |
114,802
-5,050
| -4% | -$311K | 0.99% | 9 |
|
|
2020
Q3 | $5.17M | Buy |
119,852
+15,483
| +15% | +$667K | 0.74% | 20 |
|
|
2020
Q2 | $5.33M | Buy |
104,369
+1,667
| +2% | +$85.2K | 0.96% | 18 |
|
|
2020
Q1 | $4.33M | Sell |
102,702
-1,951
| -2% | -$82.2K | 0.98% | 21 |
|
|
2019
Q4 | $7.79M | Sell |
104,653
-1,357
| -1% | -$101K | 1.35% | 13 |
|
|
2019
Q3 | $7.96M | Sell |
106,010
-4,541
| -4% | -$341K | 1.42% | 14 |
|
|
2019
Q2 | $7.2M | Sell |
110,551
-1,727
| -2% | -$112K | 1.33% | 16 |
|
|
2019
Q1 | $6.99M | Sell |
112,278
-5,210
| -4% | -$324K | 1.31% | 22 |
|
|
2018
Q4 | $7.24M | Buy |
117,488
+2,862
| +2% | +$176K | 1.47% | 17 |
|
|
2018
Q3 | $7.82M | Buy |
114,626
+103,751
| +954% | +$7.08M | 1.37% | 13 |
|
|
2018
Q2 | $728K | Sell |
10,875
-690
| -6% | -$46.2K | 0.14% | 135 |
|
|
2018
Q1 | $781K | Buy |
+11,565
| New | +$781K | 0.17% | 122 |
|