SBIA
Sheaff Brock Investment Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.2M | Buy |
16,875
+189
| +1% | +$13.4K | 0.11% | 157 |
|
|
2024
Q4 | $1.17M | Buy |
16,686
+300
| +2% | +$21.1K | 0.1% | 152 |
|
|
2024
Q3 | $1.03M | Buy |
16,386
+122
| +0.8% | +$7.64K | 0.09% | 169 |
|
|
2024
Q2 | $1.03M | Sell |
16,264
-2
| -0% | -$127 | 0.1% | 163 |
|
|
2024
Q1 | $1.03M | Sell |
16,266
-1,020
| -6% | -$64.5K | 0.06% | 178 |
|
|
2023
Q4 | $889K | Sell |
17,286
-2,128
| -11% | -$109K | 0.07% | 191 |
|
|
2023
Q3 | $798K | Sell |
19,414
-684
| -3% | -$28.1K | 0.07% | 186 |
|
|
2023
Q2 | $925K | Sell |
20,098
-1,146
| -5% | -$52.8K | 0.08% | 179 |
|
|
2023
Q1 | $996K | Buy |
21,244
+212
| +1% | +$9.94K | 0.09% | 173 |
|
|
2022
Q4 | $951K | Sell |
21,032
-43
| -0.2% | -$1.95K | 0.09% | 175 |
|
|
2022
Q3 | $878K | Buy |
21,075
+284
| +1% | +$11.8K | 0.09% | 164 |
|
|
2022
Q2 | $956K | Buy |
20,791
+476
| +2% | +$21.9K | 0.08% | 157 |
|
|
2022
Q1 | $1.09M | Sell |
20,315
-2,366
| -10% | -$126K | 0.08% | 167 |
|
|
2021
Q4 | $1.37M | Buy |
22,681
+3,196
| +16% | +$193K | 0.09% | 143 |
|
|
2021
Q3 | $1.37M | Buy |
19,485
+355
| +2% | +$24.9K | 0.1% | 141 |
|
|
2021
Q2 | $1.35M | Buy |
19,130
+57
| +0.3% | +$4.03K | 0.1% | 132 |
|
|
2021
Q1 | $1.39M | Sell |
19,073
-8,949
| -32% | -$651K | 0.11% | 117 |
|
|
2020
Q4 | $1.73M | Sell |
28,022
-351
| -1% | -$21.6K | 0.14% | 93 |
|
|
2020
Q3 | $1.22M | Buy |
28,373
+7,782
| +38% | +$335K | 0.11% | 118 |
|
|
2020
Q2 | $1.05M | Sell |
20,591
-647
| -3% | -$33.1K | 0.1% | 118 |
|
|
2020
Q1 | $895K | Sell |
21,238
-14,495
| -41% | -$611K | 0.12% | 106 |
|
|
2019
Q4 | $2.86M | Sell |
35,733
-797
| -2% | -$63.7K | 0.28% | 64 |
|
|
2019
Q3 | $2.52M | Sell |
36,530
-1,637
| -4% | -$113K | 0.27% | 67 |
|
|
2019
Q2 | $2.67M | Sell |
38,167
-1,526
| -4% | -$107K | 0.29% | 64 |
|
|
2019
Q1 | $2.47M | Sell |
39,693
-608
| -2% | -$37.8K | 0.3% | 71 |
|
|
2018
Q4 | $2.1M | Sell |
40,301
-5,329
| -12% | -$277K | 0.33% | 71 |
|
|
2018
Q3 | $3.27M | Sell |
45,630
-320
| -0.7% | -$23K | 0.31% | 63 |
|
|
2018
Q2 | $3.08M | Sell |
45,950
-16,275
| -26% | -$1.09M | 0.3% | 62 |
|
|
2018
Q1 | $4.2M | Sell |
62,225
-4,923
| -7% | -$332K | 0.43% | 42 |
|
|
2017
Q4 | $5M | Sell |
67,148
-5,740
| -8% | -$427K | 0.65% | 40 |
|
|
2017
Q3 | $5.3M | Sell |
72,888
-22,382
| -23% | -$1.63M | 0.7% | 36 |
|
|
2017
Q2 | $6.37M | Sell |
95,270
-693
| -0.7% | -$46.4K | 0.84% | 27 |
|
|
2017
Q1 | $5.74M | Sell |
95,963
-2,598
| -3% | -$155K | 0.75% | 31 |
|
|
2016
Q4 | $5.86M | Buy |
98,561
+7,744
| +9% | +$460K | 0.74% | 32 |
|
|
2016
Q3 | $4.29M | Sell |
90,817
-1,188
| -1% | -$56.1K | 0.57% | 42 |
|
|
2016
Q2 | $3.9M | Buy |
92,005
+1,240
| +1% | +$52.6K | 0.49% | 48 |
|
|
2016
Q1 | $3.79M | Sell |
90,765
-7,392
| -8% | -$309K | 0.47% | 44 |
|
|
2015
Q4 | $5.08M | Buy |
+98,157
| New | +$5.08M | 0.58% | 41 |
|