Northeast Financial Consultants’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Hold |
15,626
| – | – | 0.05% | 138 |
|
|
2025
Q1 | $1.11M | Hold |
15,626
| – | – | 0.05% | 145 |
|
|
2024
Q4 | $1.1M | Hold |
15,626
| – | – | 0.05% | 146 |
|
|
2024
Q3 | $978K | Hold |
15,626
| – | – | 0.04% | 157 |
|
|
2024
Q2 | $992K | Sell |
15,626
-39,000
| -71% | -$2.47M | 0.05% | 150 |
|
|
2024
Q1 | $3.45M | Sell |
54,626
-7,500
| -12% | -$474K | 0.17% | 83 |
|
|
2023
Q4 | $3.2M | Hold |
62,126
| – | – | 0.18% | 83 |
|
|
2023
Q3 | $2.56M | Sell |
62,126
-700
| -1% | -$28.8K | 0.16% | 90 |
|
|
2023
Q2 | $2.89M | Sell |
62,826
-1,054
| -2% | -$48.5K | 0.18% | 84 |
|
|
2023
Q1 | $3M | Buy |
63,880
+696
| +1% | +$32.6K | 0.19% | 77 |
|
|
2022
Q4 | $2.86M | Buy |
63,184
+30,000
| +90% | +$1.36M | 0.19% | 83 |
|
|
2022
Q3 | $1.38M | Hold |
33,184
| – | – | 0.1% | 111 |
|
|
2022
Q2 | $1.53M | Buy |
33,184
+2,126
| +7% | +$97.8K | 0.11% | 109 |
|
|
2022
Q1 | $1.66M | Buy |
+31,058
| New | +$1.66M | 0.1% | 119 |
|
|
2021
Q4 | – | Sell |
-3,076
| Closed | -$216K | – | 360 |
|
|
2021
Q3 | $216K | Buy |
3,076
+208
| +7% | +$14.6K | 0.01% | 325 |
|
|
2021
Q2 | $203K | Hold |
2,868
| – | – | 0.01% | 336 |
|
|
2021
Q1 | $209K | Buy |
+2,868
| New | +$209K | 0.02% | 313 |
|
|
2020
Q4 | – | Sell |
-5,271
| Closed | -$227K | – | 320 |
|
|
2020
Q3 | $227K | Buy |
5,271
+4
| +0.1% | +$172 | 0.02% | 265 |
|
|
2020
Q2 | $269K | Hold |
5,267
| – | – | 0.03% | 230 |
|
|
2020
Q1 | $222K | Hold |
5,267
| – | – | 0.03% | 236 |
|
|
2019
Q4 | $421K | Sell |
5,267
-107
| -2% | -$8.55K | 0.04% | 201 |
|
|
2019
Q3 | $371K | Buy |
5,374
+107
| +2% | +$7.39K | 0.04% | 207 |
|
|
2019
Q2 | $369K | Sell |
5,267
-1,720
| -25% | -$121K | 0.04% | 211 |
|
|
2019
Q1 | $435K | Buy |
+6,987
| New | +$435K | 0.05% | 187 |
|
|
2018
Q4 | – | Sell |
-7,600
| Closed | -$545K | – | 165 |
|
|
2018
Q3 | $545K | Buy |
+7,600
| New | +$545K | 0.15% | 83 |
|
|
2018
Q1 | – | Sell |
-2,700
| Closed | -$200K | – | 148 |
|
|
2017
Q4 | $200K | Buy |
+2,700
| New | +$200K | 0.07% | 148 |
|