New England Capital 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 | $25.9K | Hold |
304
| – | – | 0.01% | 163 |
|
|
2025
Q1 | $21.6K | Hold |
304
| – | – | 0.01% | 171 |
|
|
2024
Q4 | $21.4K | Hold |
304
| – | – | 0.01% | 173 |
|
|
2024
Q3 | $19K | Hold |
304
| – | – | 0.01% | 183 |
|
|
2024
Q2 | $19.3K | Buy |
304
+23
| +8% | +$1.46K | 0.01% | 181 |
|
|
2024
Q1 | $17.8K | Hold |
281
| – | – | 0.01% | 189 |
|
|
2023
Q4 | $14.5K | Hold |
281
| – | – | 0.01% | 207 |
|
|
2023
Q3 | $11.6K | Hold |
281
| – | – | 0.01% | 217 |
|
|
2023
Q2 | $12.9K | Hold |
281
| – | – | 0.01% | 207 |
|
|
2023
Q1 | $13.2K | Sell |
281
-10
| -3% | -$469 | 0.01% | 226 |
|
|
2022
Q4 | $14.9K | Buy |
+291
| New | +$14.9K | 0.01% | 217 |
|