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