Next Financial Group’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$598K Sell
9,906
-1,277
-11% -$77.1K 0.04% 469
2021
Q3
$784K Sell
11,183
-784
-7% -$55K 0.06% 334
2021
Q2
$847K Sell
11,967
-78
-0.6% -$5.52K 0.07% 297
2021
Q1
$876K Sell
12,045
-896
-7% -$65.2K 0.08% 269
2020
Q4
$798K Sell
12,941
-3,447
-21% -$213K 0.08% 265
2020
Q3
$706K Sell
16,388
-923
-5% -$39.8K 0.08% 256
2020
Q2
$885K Sell
17,311
-227
-1% -$11.6K 0.1% 210
2020
Q1
$739K Buy
17,538
+1,249
+8% +$52.6K 0.1% 197
2019
Q4
$1.3M Sell
16,289
-660
-4% -$52.7K 0.13% 181
2019
Q3
$1.17M Buy
16,949
+1,978
+13% +$137K 0.13% 211
2019
Q2
$1.05M Buy
14,971
+9,017
+151% +$631K 0.11% 217
2019
Q1
$371K Sell
5,954
-4,954
-45% -$309K 0.09% 192
2018
Q4
$568K Buy
10,908
+507
+5% +$26.4K 0.12% 199
2018
Q3
$746K Sell
10,401
-3,540
-25% -$254K 0.35% 57
2018
Q2
$933K Sell
13,941
-2,335
-14% -$156K 0.36% 74
2018
Q1
$1.1M Buy
16,276
+2,207
+16% +$149K 0.23% 115
2017
Q4
$1.05M Sell
14,069
-3,689
-21% -$275K 0.45% 72
2017
Q3
$1.28M Buy
17,758
+2,309
+15% +$167K 0.36% 71
2017
Q2
$1.03M Buy
15,449
+1,369
+10% +$91.5K 0.25% 97
2017
Q1
$832K Sell
14,080
-6,312
-31% -$373K 0.23% 101
2016
Q4
$1.21M Buy
20,392
+1,115
+6% +$66.3K 0.21% 108
2016
Q3
$910K Buy
19,277
+5,772
+43% +$272K 0.16% 140
2016
Q2
$572K Buy
13,505
+2,438
+22% +$103K 0.18% 127
2016
Q1
$462K Buy
11,067
+958
+9% +$40K 0.16% 141
2015
Q4
$523K Sell
10,109
-92
-0.9% -$4.76K 0.19% 121
2015
Q3
$506K Buy
10,201
+1,231
+14% +$61.1K 0.18% 124
2015
Q2
$495K Buy
8,970
+633
+8% +$34.9K 0.17% 133
2015
Q1
$429K Sell
8,337
-194
-2% -$9.98K 0.14% 164
2014
Q4
$462K Sell
8,531
-14,009
-62% -$759K 0.15% 148
2014
Q3
$1.17M Sell
22,540
-12,426
-36% -$644K 0.23% 98
2014
Q2
$1.69M Buy
+34,966
New +$1.69M 0.88% 19