Shepherd Financial Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Sell |
|
|||||
|
2025
Q1 | $473K | Sell |
|
|||||
|
2024
Q4 | $486K | Buy |
|
|||||
|
2024
Q3 | $406K | Buy |
|
|||||
|
2024
Q2 | $411K | Buy |
|
|||||
|
2024
Q1 | $409K | Buy |
|
|||||
|
2023
Q4 | $330K | Sell |
|
|||||
|
2023
Q3 | $268K | Buy |
|
|||||
|
2023
Q2 | $254K | Buy |
|
|||||
|
2023
Q1 | $250K | Sell |
|
|||||
|
2022
Q4 | $281K | Sell |
|
|||||
|
2022
Q3 | $278K | Sell |
|
|||||
|
2022
Q2 | $364K | Sell |
|
|||||
|
2022
Q1 | $1.44M | Sell |
|
|||||
|
2021
Q4 | $1.72M | Buy |
|
|||||
|
2021
Q3 | $1.95M | Buy |
|
|||||
|
2021
Q2 | $1.93M | Buy |
|
|||||
|
2021
Q1 | $1.95M | Buy |
|
|||||
|
2020
Q4 | $1.54M | Sell |
|
|||||
|
2020
Q3 | $1.61M | Buy |
|
|||||
|
2020
Q2 | $1.45M | Buy |
|
|||||
|
2020
Q1 | $279K | Sell |
|
|||||
|
2019
Q4 | $1.72M | Sell |
|
|||||
|
2019
Q3 | $1.48M | Buy |
|
|||||
|
2019
Q2 | $1.43M | Sell |
|
|||||
|
2019
Q1 | $1.27M | Buy |
|
|||||
|
2018
Q4 | $913K | Buy |
|
|||||
|
2018
Q3 | $835K | Hold |
|
|||||
|
2018
Q2 | $840K | Buy |
|
|||||
|
2018
Q1 | $358K | Sell |
|
|||||
|
2017
Q4 | $410K | Hold |
|
|||||
|
2017
Q3 | $416K | Hold |
|
|||||
|
2017
Q2 | $374K | Hold |
|
|||||
|
2017
Q1 | $329K | Buy |
|
|||||
|
2016
Q4 | $321K | Buy |
|