Sanders Morris Harris’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 |
-3,454
| Closed | -$218K | – | 292 |
|
|
2024
Q1 | $218K | Buy |
+3,454
| New | +$218K | 0.04% | 236 |
|
|
2022
Q4 | – | Sell |
-4,989
| Closed | -$208K | – | 218 |
|
|
2022
Q3 | $208K | Sell |
4,989
-5
| -0.1% | -$208 | 0.05% | 244 |
|
|
2022
Q2 | $230K | Buy |
4,994
+1,000
| +25% | +$46.1K | 0.05% | 242 |
|
|
2022
Q1 | $214K | Sell |
3,994
-54,854
| -93% | -$2.94M | 0.04% | 260 |
|
|
2021
Q4 | $3.72M | Buy |
58,848
+53,804
| +1,067% | +$3.4M | 0.64% | 28 |
|
|
2021
Q3 | $354K | Buy |
+5,044
| New | +$354K | 0.06% | 221 |
|
|
2020
Q1 | – | Sell |
-8,254
| Closed | -$655K | – | 173 |
|
|
2019
Q4 | $655K | Sell |
8,254
-1,500
| -15% | -$119K | 0.15% | 142 |
|
|
2019
Q3 | $657K | Buy |
9,754
+2,450
| +34% | +$165K | 0.16% | 125 |
|
|
2019
Q2 | $514K | Buy |
+7,304
| New | +$514K | 0.13% | 144 |
|