SFA
Source Financial Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $214K | Sell |
3,424
-8
| -0.2% | -$501 | 0.06% | 113 |
|
|
2024
Q2 | $218K | Buy |
3,432
+27
| +0.8% | +$1.71K | 0.07% | 107 |
|
|
2024
Q1 | $215K | Buy |
+3,405
| New | +$215K | 0.07% | 115 |
|
|
2021
Q2 | – | Sell |
-2,768
| Closed | -$201K | – | 109 |
|
|
2021
Q1 | $201K | Buy |
+2,768
| New | +$201K | 0.05% | 107 |
|