Richardson Financial Services’s Citigroup C Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $196K | Buy |
2,270
+130
| +6% | +$11.2K | 0.13% | 150 |
|
2025
Q1 | $152K | Sell |
2,140
-20
| -0.9% | -$1.42K | 0.12% | 163 |
|
2024
Q4 | $152K | Sell |
2,160
-75
| -3% | -$5.28K | 0.11% | 165 |
|
2024
Q3 | $142K | Hold |
2,235
| – | – | 0.09% | 177 |
|
2024
Q2 | $142K | Buy |
2,235
+50
| +2% | +$3.17K | 0.1% | 167 |
|
2024
Q1 | $138K | Buy |
2,185
+40
| +2% | +$2.53K | 0.1% | 173 |
|
2023
Q4 | $110K | Buy |
+2,145
| New | +$110K | 0.1% | 166 |
|