Okabena Investment Services’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-33,172
| Closed | -$2.33M | – | 198 |
|
|
2021
Q3 | $2.33M | Sell |
33,172
-868
| -3% | -$60.9K | 1.23% | 18 |
|
|
2021
Q2 | $2.41M | Sell |
34,040
-4,777
| -12% | -$338K | 1.13% | 24 |
|
|
2021
Q1 | $2.82M | Buy |
38,817
+2,945
| +8% | +$214K | 1.52% | 18 |
|
|
2020
Q4 | $2.21M | Buy |
35,872
+1,174
| +3% | +$72.4K | 1.29% | 19 |
|
|
2020
Q3 | $1.5M | Buy |
34,698
+573
| +2% | +$24.7K | 1.15% | 25 |
|
|
2020
Q2 | $1.74M | Buy |
34,125
+9,307
| +38% | +$476K | 1.53% | 20 |
|
|
2020
Q1 | $1.05M | Sell |
24,818
-3,554
| -13% | -$150K | 1.19% | 30 |
|
|
2019
Q4 | $2.27M | Buy |
+28,372
| New | +$2.27M | 2.11% | 16 |
|