SFS
Sowell Financial Services’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $999K | Sell |
11,740
-1,580
| -12% | -$134K | 0.04% | 412 |
|
|
2025
Q1 | $946K | Sell |
13,320
-987
| -7% | -$70.1K | 0.04% | 404 |
|
|
2024
Q4 | $1.01M | Sell |
14,307
-3,988
| -22% | -$281K | 0.05% | 309 |
|
|
2024
Q3 | $1.15M | Sell |
18,295
-1,690
| -8% | -$106K | 0.05% | 321 |
|
|
2024
Q2 | $1.27M | Sell |
19,985
-2,401
| -11% | -$152K | 0.06% | 299 |
|
|
2024
Q1 | $1.42M | Sell |
22,386
-3,896
| -15% | -$246K | 0.07% | 287 |
|
|
2023
Q4 | $1.35M | Sell |
26,282
-13,478
| -34% | -$693K | 0.07% | 281 |
|
|
2023
Q3 | $1.64M | Sell |
39,760
-7,172
| -15% | -$295K | 0.1% | 225 |
|
|
2023
Q2 | $2.16M | Buy |
46,932
+6,078
| +15% | +$280K | 0.12% | 197 |
|
|
2023
Q1 | $1.92M | Sell |
40,854
-9,071
| -18% | -$425K | 0.15% | 162 |
|
|
2022
Q4 | $2.26M | Buy |
49,925
+19,618
| +65% | +$887K | 0.15% | 167 |
|
|
2022
Q3 | $1.26M | Buy |
30,307
+1,860
| +7% | +$77.5K | 0.13% | 207 |
|
|
2022
Q2 | $1.31M | Buy |
28,447
+14,700
| +107% | +$676K | 0.12% | 145 |
|
|
2022
Q1 | $679K | Sell |
13,747
-16,187
| -54% | -$800K | 0.12% | 117 |
|
|
2021
Q4 | $1.81M | Sell |
29,934
-263
| -0.9% | -$15.9K | 0.1% | 212 |
|
|
2021
Q3 | $2.12M | Sell |
30,197
-6,925
| -19% | -$486K | 0.14% | 166 |
|
|
2021
Q2 | $2.63M | Sell |
37,122
-13,254
| -26% | -$938K | 0.17% | 148 |
|
|
2021
Q1 | $3.77M | Sell |
50,376
-4,782
| -9% | -$358K | 0.13% | 148 |
|
|
2020
Q4 | $3.4M | Buy |
55,158
+2,367
| +4% | +$146K | 0.15% | 131 |
|
|
2020
Q3 | $2.28M | Buy |
52,791
+20,053
| +61% | +$865K | 0.11% | 162 |
|
|
2020
Q2 | $1.67M | Buy |
32,738
+8,347
| +34% | +$427K | 0.09% | 199 |
|
|
2020
Q1 | $1.03M | Buy |
24,391
+1,091
| +5% | +$45.9K | 0.08% | 244 |
|
|
2019
Q4 | $1.86M | Sell |
23,300
-3,253
| -12% | -$260K | 0.14% | 157 |
|
|
2019
Q3 | $1.83M | Buy |
+26,553
| New | +$1.83M | 0.15% | 140 |
|
|
2019
Q1 | $912K | Buy |
14,655
+1,244
| +9% | +$77.4K | 0.1% | 217 |
|
|
2018
Q4 | $698K | Buy |
+13,411
| New | +$698K | 0.1% | 214 |
|