Oak Family Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-39,918
| Closed | -$1.84M | – | 116 |
|
|
2022
Q2 | $1.84M | Buy |
39,918
+14,789
| +59% | +$680K | 0.92% | 32 |
|
|
2022
Q1 | $1.34M | Buy |
+25,129
| New | +$1.34M | 0.52% | 44 |
|
|
2021
Q3 | – | Sell |
-20,180
| Closed | -$1.43M | – | 143 |
|
|
2021
Q2 | $1.43M | Buy |
+20,180
| New | +$1.43M | 0.6% | 36 |
|