SIA
Schechter Investment Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.68M | Buy |
23,615
+233
| +1% | +$16.5K | 0.14% | 142 |
|
|
2024
Q4 | $1.65M | Sell |
23,382
-374
| -2% | -$26.3K | 0.13% | 155 |
|
|
2024
Q3 | $1.49M | Sell |
23,756
-1,972
| -8% | -$123K | 0.11% | 180 |
|
|
2024
Q2 | $1.63M | Sell |
25,728
-3,881
| -13% | -$246K | 0.12% | 157 |
|
|
2024
Q1 | $1.87M | Buy |
29,609
+2,663
| +10% | +$168K | 0.14% | 134 |
|
|
2023
Q4 | $1.39M | Buy |
26,946
+2,120
| +9% | +$109K | 0.12% | 167 |
|
|
2023
Q3 | $1.02M | Sell |
24,826
-5,228
| -17% | -$215K | 0.1% | 217 |
|
|
2023
Q2 | $1.38M | Sell |
30,054
-3,010
| -9% | -$139K | 0.12% | 179 |
|
|
2023
Q1 | $1.55M | Buy |
33,064
+8,152
| +33% | +$382K | 0.14% | 165 |
|
|
2022
Q4 | $1.13M | Sell |
24,912
-6,244
| -20% | -$282K | 0.1% | 253 |
|
|
2022
Q3 | $1.3M | Sell |
31,156
-918
| -3% | -$38.2K | 0.13% | 209 |
|
|
2022
Q2 | $1.48M | Buy |
32,074
+4,842
| +18% | +$223K | 0.14% | 162 |
|
|
2022
Q1 | $1.45M | Sell |
27,232
-7,488
| -22% | -$400K | 0.14% | 175 |
|
|
2021
Q4 | $2.1M | Buy |
+34,720
| New | +$2.1M | 0.19% | 109 |
|