SFA
Spectrum Financial Alliance’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.8M | Buy |
615,678
+2,714
| +0.4% | +$251K | 15.32% | 2 |
|
|
2025
Q1 | $43.5M | Buy |
612,964
+34,641
| +6% | +$2.46M | 14.14% | 3 |
|
|
2024
Q4 | $40.7M | Buy |
578,323
+8,450
| +1% | +$595K | 14.13% | 3 |
|
|
2024
Q3 | $35.7M | Buy |
569,873
+12,238
| +2% | +$766K | 12.77% | 5 |
|
|
2024
Q2 | $35.4M | Buy |
557,635
+32,210
| +6% | +$2.04M | 12.66% | 4 |
|
|
2024
Q1 | $33.2M | Buy |
525,425
+12,641
| +2% | +$799K | 12.95% | 4 |
|
|
2023
Q4 | $26.4M | Buy |
512,784
+6,658
| +1% | +$342K | 10.87% | 4 |
|
|
2023
Q3 | $21M | Buy |
506,126
+15,806
| +3% | +$655K | 10.57% | 5 |
|
|
2023
Q2 | $22.6M | Sell |
490,320
-9,245
| -2% | -$426K | 10.73% | 5 |
|
|
2023
Q1 | $23.4M | Buy |
499,565
+20,827
| +4% | +$977K | 10.86% | 5 |
|
|
2022
Q4 | $21.7M | Buy |
+478,738
| New | +$21.7M | 10.95% | 5 |
|
|
2022
Q2 | $24M | Buy |
522,857
+16,497
| +3% | +$759K | 14.04% | 4 |
|
|
2022
Q1 | $27.1M | Sell |
506,360
-9,702
| -2% | -$518K | 13.33% | 5 |
|
|
2021
Q4 | $31.2M | Buy |
+516,062
| New | +$31.2M | 15.22% | 3 |
|
|
2021
Q2 | $38.4M | Buy |
543,277
+6,170
| +1% | +$437K | 17.91% | 1 |
|
|
2021
Q1 | $39.1M | Buy |
537,107
+62,852
| +13% | +$4.57M | 19.55% | 1 |
|
|
2020
Q4 | $29.2M | Buy |
474,255
+7,874
| +2% | +$486K | 16.6% | 2 |
|
|
2020
Q3 | $20.1M | Buy |
466,381
+83,527
| +22% | +$3.6M | 13.79% | 3 |
|
|
2020
Q2 | $19.6M | Buy |
382,854
+30,693
| +9% | +$1.57M | 14.58% | 3 |
|
|
2020
Q1 | $13.9M | Buy |
352,161
+4,336
| +1% | +$171K | 12.53% | 3 |
|
|
2019
Q4 | $27.8M | Sell |
347,825
-7,037
| -2% | -$562K | 16.16% | 1 |
|
|
2019
Q3 | $24.5M | Buy |
354,862
+26,984
| +8% | +$1.86M | 15.83% | 1 |
|
|
2019
Q2 | $22.8M | Sell |
327,878
-5,224
| -2% | -$364K | 14.29% | 1 |
|
|
2019
Q1 | $20.6M | Buy |
333,102
+2,915
| +0.9% | +$180K | 14.1% | 1 |
|
|
2018
Q4 | $17.1M | Buy |
330,187
+2,878
| +0.9% | +$149K | 13.01% | 3 |
|
|
2018
Q3 | $23.5M | Buy |
327,309
+64,273
| +24% | +$4.61M | 14.65% | 1 |
|
|
2018
Q2 | $17.6M | Buy |
263,036
+2,861
| +1% | +$191K | 11.72% | 3 |
|
|
2018
Q1 | $17.6M | Buy |
+260,175
| New | +$17.6M | 11.51% | 3 |
|