RFA
Reilly Financial Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $138K | Buy |
2,289
+917
| +67% | +$55.3K | 0.01% | 239 |
|
|
2021
Q3 | $96K | Buy |
1,372
+106
| +8% | +$7.42K | 0.01% | 271 |
|
|
2021
Q2 | $90K | Sell |
1,266
-153
| -11% | -$10.9K | 0.01% | 289 |
|
|
2021
Q1 | $103K | Buy |
1,419
+123
| +9% | +$8.93K | 0.01% | 267 |
|
|
2020
Q4 | $80K | Buy |
1,296
+461
| +55% | +$28.5K | 0.01% | 275 |
|
|
2020
Q3 | $36K | Sell |
835
-1,102
| -57% | -$47.5K | ﹤0.01% | 348 |
|
|
2020
Q2 | $99K | Sell |
1,937
-140,137
| -99% | -$7.16M | 0.01% | 228 |
|
|
2020
Q1 | $5.98M | Buy |
142,074
+93
| +0.1% | +$3.92K | 0.87% | 50 |
|
|
2019
Q4 | $11.3M | Sell |
141,981
-1,329
| -0.9% | -$106K | 1.29% | 39 |
|
|
2019
Q3 | $9.9M | Buy |
143,310
+4,114
| +3% | +$284K | 1.22% | 43 |
|
|
2019
Q2 | $9.75M | Buy |
139,196
+9,207
| +7% | +$645K | 1.22% | 41 |
|
|
2019
Q1 | $8.09M | Buy |
129,989
+1,451
| +1% | +$90.3K | 1.05% | 45 |
|
|
2018
Q4 | $6.69M | Sell |
128,538
-20,848
| -14% | -$1.09M | 0.98% | 48 |
|
|
2018
Q3 | $10.7M | Buy |
149,386
+2,786
| +2% | +$200K | 1.42% | 28 |
|
|
2018
Q2 | $9.81M | Buy |
146,600
+9,376
| +7% | +$627K | 1.39% | 33 |
|
|
2018
Q1 | $9.26M | Buy |
137,224
+6,954
| +5% | +$469K | 1.29% | 44 |
|
|
2017
Q4 | $9.69M | Buy |
130,270
+128,488
| +7,210% | +$9.56M | 1.38% | 41 |
|
|
2017
Q3 | $130K | Sell |
1,782
-538
| -23% | -$39.2K | 0.02% | 187 |
|
|
2017
Q2 | $155K | Buy |
2,320
+233
| +11% | +$15.6K | 0.02% | 172 |
|
|
2017
Q1 | $125K | Buy |
2,087
+786
| +60% | +$47.1K | 0.02% | 181 |
|
|
2016
Q4 | $77K | Sell |
1,301
-153
| -11% | -$9.06K | 0.01% | 221 |
|
|
2016
Q3 | $69K | Buy |
1,454
+44
| +3% | +$2.09K | 0.01% | 233 |
|
|
2016
Q2 | $60K | Buy |
+1,410
| New | +$60K | 0.01% | 239 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 931 |
|
|
2015
Q4 | – | Sell |
-1,371
| Closed | -$68K | – | 948 |
|
|
2015
Q3 | $68K | Sell |
1,371
-49
| -3% | -$2.43K | 0.01% | 330 |
|
|
2015
Q2 | $78K | Sell |
1,420
-54
| -4% | -$2.97K | 0.01% | 335 |
|
|
2015
Q1 | $76K | Buy |
1,474
+225
| +18% | +$11.6K | 0.01% | 324 |
|
|
2014
Q4 | $68K | Hold |
1,249
| – | – | 0.02% | 229 |
|
|
2014
Q3 | $65K | Sell |
1,249
-59
| -5% | -$3.07K | 0.02% | 223 |
|
|
2014
Q2 | $62K | Hold |
1,308
| – | – | 0.01% | 235 |
|
|
2014
Q1 | $62K | Sell |
1,308
-185
| -12% | -$8.77K | 0.01% | 244 |
|
|
2013
Q4 | $78K | Buy |
1,493
+190
| +15% | +$9.93K | 0.02% | 196 |
|
|
2013
Q3 | $63K | Sell |
1,303
-15
| -1% | -$725 | 0.02% | 189 |
|
|
2013
Q2 | $63K | Buy |
+1,318
| New | +$63K | 0.02% | 180 |
|