Security National Trust’s Citigroup C Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $10K | Hold |
137
| – | – | ﹤0.01% | 348 |
|
2021
Q2 | $10K | Hold |
137
| – | – | ﹤0.01% | 357 |
|
2021
Q1 | $10K | Hold |
137
| – | – | ﹤0.01% | 353 |
|
2020
Q4 | $8K | Hold |
137
| – | – | ﹤0.01% | 364 |
|
2020
Q3 | $6K | Hold |
137
| – | – | ﹤0.01% | 367 |
|
2020
Q2 | $7K | Hold |
137
| – | – | ﹤0.01% | 365 |
|
2020
Q1 | $6K | Sell |
137
-50
| -27% | -$2.19K | ﹤0.01% | 389 |
|
2019
Q4 | $15K | Hold |
187
| – | – | ﹤0.01% | 342 |
|
2019
Q3 | $13K | Sell |
187
-59
| -24% | -$4.1K | ﹤0.01% | 307 |
|
2019
Q2 | $17K | Hold |
246
| – | – | 0.01% | 298 |
|
2019
Q1 | $15K | Hold |
246
| – | – | ﹤0.01% | 309 |
|
2018
Q4 | $13K | Hold |
246
| – | – | ﹤0.01% | 303 |
|
2018
Q3 | $18K | Sell |
246
-1,076
| -81% | -$78.7K | 0.01% | 301 |
|
2018
Q2 | $88K | Hold |
1,322
| – | – | 0.03% | 225 |
|
2018
Q1 | $89K | Sell |
1,322
-183
| -12% | -$12.3K | 0.03% | 224 |
|
2017
Q4 | $112K | Hold |
1,505
| – | – | 0.04% | 212 |
|
2017
Q3 | $109K | Hold |
1,505
| – | – | 0.04% | 218 |
|
2017
Q2 | $101K | Hold |
1,505
| – | – | 0.03% | 230 |
|
2017
Q1 | $90K | Buy |
1,505
+740
| +97% | +$44.3K | 0.03% | 237 |
|
2016
Q4 | $45K | Hold |
765
| – | – | 0.02% | 283 |
|
2016
Q3 | $36K | Sell |
765
-172
| -18% | -$8.09K | 0.01% | 300 |
|
2016
Q2 | $39K | Sell |
937
-23
| -2% | -$957 | 0.01% | 291 |
|
2016
Q1 | $40K | Hold |
960
| – | – | 0.02% | 285 |
|
2015
Q4 | $50K | Hold |
960
| – | – | 0.02% | 262 |
|
2015
Q3 | $48K | Hold |
960
| – | – | 0.02% | 276 |
|
2015
Q2 | $54K | Hold |
960
| – | – | 0.02% | 276 |
|
2015
Q1 | $50K | Hold |
960
| – | – | 0.02% | 281 |
|
2014
Q4 | $52K | Buy |
960
+96
| +11% | +$5.2K | 0.02% | 272 |
|
2014
Q3 | $45K | Buy |
864
+361
| +72% | +$18.8K | 0.02% | 279 |
|
2014
Q2 | $24K | Hold |
503
| – | – | 0.01% | 337 |
|
2014
Q1 | $24K | Hold |
503
| – | – | 0.01% | 338 |
|
2013
Q4 | $26K | Hold |
503
| – | – | 0.01% | 327 |
|
2013
Q3 | $24K | Buy |
+503
| New | +$24K | 0.01% | 317 |
|