Northern 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 | $532K | Buy |
6,252
+189
| +3% | +$16.1K | 0.4% | 67 |
|
|
2025
Q1 | $430K | Sell |
6,063
-27
| -0.4% | -$1.92K | 0.36% | 77 |
|
|
2024
Q4 | $429K | Sell |
6,090
-299
| -5% | -$21K | 0.34% | 79 |
|
|
2024
Q3 | $400K | Buy |
6,389
+361
| +6% | +$22.6K | 0.3% | 81 |
|
|
2024
Q2 | $383K | Buy |
6,028
+28
| +0.5% | +$1.78K | 0.31% | 85 |
|
|
2024
Q1 | $379K | Buy |
6,000
+3
| +0.1% | +$190 | 0.3% | 90 |
|
|
2023
Q4 | $308K | Sell |
5,997
-894
| -13% | -$46K | 0.26% | 99 |
|
|
2023
Q3 | $283K | Buy |
6,891
+382
| +6% | +$15.7K | 0.26% | 97 |
|
|
2023
Q2 | $300K | Buy |
6,509
+1,446
| +29% | +$66.6K | 0.26% | 90 |
|
|
2023
Q1 | $237K | Buy |
+5,063
| New | +$237K | 0.22% | 102 |
|