Stewardship Financial Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.08M | Sell |
14,792
-7,698
| -34% | -$560K | 0.37% | 32 |
|
|
2020
Q4 | $1.39M | Sell |
22,490
-1,061
| -5% | -$65.4K | 0.51% | 29 |
|
|
2020
Q3 | $1.02M | Sell |
23,551
-1,887
| -7% | -$81.3K | 0.42% | 30 |
|
|
2020
Q2 | $1.3M | Sell |
25,438
-3,513
| -12% | -$180K | 0.57% | 26 |
|
|
2020
Q1 | $1.22M | Sell |
28,951
-2,757
| -9% | -$116K | 0.62% | 25 |
|
|
2019
Q4 | $2.53M | Buy |
31,708
+433
| +1% | +$34.6K | 0.92% | 17 |
|
|
2019
Q3 | $2.16M | Sell |
31,275
-4,050
| -11% | -$280K | 0.91% | 19 |
|
|
2019
Q2 | $2.47M | Sell |
35,325
-160
| -0.5% | -$11.2K | 1.07% | 17 |
|
|
2019
Q1 | $2.21M | Sell |
35,485
-151
| -0.4% | -$9.4K | 1.02% | 17 |
|
|
2018
Q4 | $1.86M | Sell |
35,636
-6
| -0% | -$312 | 0.95% | 19 |
|
|
2018
Q3 | $2.56M | Sell |
35,642
-511
| -1% | -$36.7K | 1.2% | 16 |
|
|
2018
Q2 | $2.42M | Buy |
36,153
+48
| +0.1% | +$3.21K | 1.2% | 16 |
|
|
2018
Q1 | $2.44M | Buy |
36,105
+305
| +0.9% | +$20.6K | 1.21% | 15 |
|
|
2017
Q4 | $2.66M | Sell |
35,800
-200
| -0.6% | -$14.9K | 1.37% | 14 |
|
|
2017
Q3 | $2.62M | Sell |
36,000
-375
| -1% | -$27.3K | 1.51% | 13 |
|
|
2017
Q2 | $2.43M | Sell |
36,375
-274
| -0.7% | -$18.3K | 1.47% | 13 |
|
|
2017
Q1 | $2.19M | Sell |
36,649
-644
| -2% | -$38.5K | 1.37% | 14 |
|
|
2016
Q4 | $2.22M | Sell |
37,293
-1,161
| -3% | -$69K | 1.39% | 18 |
|
|
2016
Q3 | $1.82M | Sell |
38,454
-990
| -3% | -$46.8K | 1.16% | 22 |
|
|
2016
Q2 | $1.67M | Buy |
39,444
+19,240
| +95% | +$816K | 1.14% | 21 |
|
|
2016
Q1 | $844K | Sell |
20,204
-15,891
| -44% | -$664K | 0.67% | 25 |
|
|
2015
Q4 | $1.87M | Buy |
+36,095
| New | +$1.87M | 1.5% | 21 |
|