Resurgent Financial Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,636
| Closed | -$230K | – | 174 |
|
|
2024
Q1 | $230K | Sell |
3,636
-1,518
| -29% | -$96K | 0.12% | 166 |
|
|
2023
Q4 | $265K | Sell |
5,154
-1,922
| -27% | -$98.9K | 0.16% | 140 |
|
|
2023
Q3 | $291K | Sell |
7,076
-687
| -9% | -$28.3K | 0.2% | 114 |
|
|
2023
Q2 | $357K | Buy |
7,763
+1,303
| +20% | +$60K | 0.24% | 96 |
|
|
2023
Q1 | $303K | Sell |
6,460
-447
| -6% | -$21K | 0.2% | 103 |
|
|
2022
Q4 | $312K | Buy |
6,907
+882
| +15% | +$39.9K | 0.16% | 137 |
|
|
2022
Q3 | $251K | Buy |
+6,025
| New | +$251K | 0.17% | 149 |
|