Optimum Investment Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1
| Closed | -$41 | – | 657 |
|
|
2023
Q3 | $41 | Buy |
+1
| New | +$44 | ﹤0.01% | 713 |
|
|
2023
Q2 | – | Sell |
-300
| Closed | -$14.1K | – | 720 |
|
|
2023
Q1 | $14.1K | Buy |
300
+150
| +100% | +$7.36K | 0.01% | 524 |
|
|
2022
Q4 | $6.79K | Hold |
150
| – | – | ﹤0.01% | 602 |
|
|
2022
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 629 |
|
|
2022
Q2 | $7K | Sell |
150
-1,100
| -88% | -$55K | ﹤0.01% | 634 |
|
|
2022
Q1 | $67K | Hold |
1,250
| – | – | 0.03% | 382 |
|
|
2021
Q4 | $75K | Sell |
1,250
-383
| -23% | -$25.5K | 0.03% | 388 |
|
|
2021
Q3 | $115K | Sell |
1,633
-3,347
| -67% | -$234K | 0.05% | 313 |
|
|
2021
Q2 | $352K | Sell |
4,980
-200
| -4% | -$14.8K | 0.11% | 182 |
|
|
2021
Q1 | $377K | Hold |
5,180
| – | – | 0.11% | 184 |
|
|
2020
Q4 | $319K | Sell |
5,180
-3,320
| -39% | -$169K | 0.1% | 188 |
|
|
2020
Q3 | $366K | Sell |
8,500
-150
| -2% | -$7.47K | 0.12% | 151 |
|
|
2020
Q2 | $442K | Sell |
8,650
-778
| -8% | -$36.9K | 0.15% | 144 |
|
|
2020
Q1 | $397K | Sell |
9,428
-1,122
| -11% | -$75.3K | 0.16% | 141 |
|
|
2019
Q4 | $843K | Buy |
10,550
+925
| +10% | +$68.3K | 0.25% | 101 |
|
|
2019
Q3 | $665K | Buy |
9,625
+1,885
| +24% | +$128K | 0.21% | 124 |
|
|
2019
Q2 | $542K | Sell |
7,740
-400
| -5% | -$26.8K | 0.18% | 138 |
|
|
2019
Q1 | $506K | Sell |
8,140
-350
| -4% | -$21.7K | 0.17% | 149 |
|
|
2018
Q4 | $442K | Sell |
8,490
-2,083
| -20% | -$132K | 0.15% | 158 |
|
|
2018
Q3 | $759K | Buy |
10,573
+850
| +9% | +$60.1K | 0.21% | 119 |
|
|
2018
Q2 | $651K | Sell |
9,723
-1,317
| -12% | -$90.7K | 0.19% | 132 |
|
|
2018
Q1 | $745K | Sell |
11,040
-1,725
| -14% | -$130K | 0.22% | 120 |
|
|
2017
Q4 | $950K | Sell |
12,765
-100
| -0.8% | -$7.39K | 0.3% | 97 |
|
|
2017
Q3 | $936K | Buy |
12,865
+8,895
| +224% | +$607K | 0.31% | 97 |
|
|
2017
Q2 | $266K | Buy |
+3,970
| New | +$243K | 0.09% | 239 |
|
|
2015
Q1 | $185K | Sell |
3,583
-35
| -1% | -$1.78K | 0.06% | 294 |
|
|
2014
Q4 | $195K | Sell |
3,618
-118
| -3% | -$6.26K | 0.06% | 267 |
|
|
2014
Q3 | $194K | Hold |
3,736
| – | – | 0.06% | 260 |
|
|
2014
Q2 | $176K | Sell |
3,736
-100
| -3% | -$4.76K | 0.06% | 276 |
|
|
2014
Q1 | $183K | Sell |
3,836
-10
| -0.3% | -$498 | 0.07% | 233 |
|
|
2013
Q4 | $200K | Buy |
3,846
+10
| +0.3% | +$506 | 0.08% | 216 |
|
|
2013
Q3 | $186K | Buy |
+3,836
| New | +$194K | 0.08% | 208 |
|
Other funds holding C
Optimum Investment Advisors's C Position: Q4 2023 in Review
Optimum Investment Advisors sold out of Citigroup (C) in Q4 2023, closing a stake of 1 share — an estimated $41 sold.
Optimum Investment Advisors first reported a position in C in Q3 2013 and held it in 32 quarters. The position peaked at $950K in Q4 2017. 1,671 funds tracked by Wall St. Rank hold C as of Q4 2023.
- Optimum Investment Advisors reported no remaining Citigroup position as of Q4 2023 after selling out during the quarter.
- Optimum Investment Advisors sold 1 Citigroup share in Q4 2023, an estimated $41.
- Optimum Investment Advisors first reported a position in Citigroup in Q3 2013 and held it in 32 quarters.
- Optimum Investment Advisors's Citigroup position peaked at $950K in Q4 2017.
- 1,671 funds tracked by Wall St. Rank held Citigroup as of Q4 2023.
Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.