SBSB
Sullivan, Bruyette, Speros & Blaney’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $424K | Buy |
5,830
+1,000
| +21% | +$72.7K | 0.02% | 198 |
|
|
2020
Q4 | $298K | Buy |
4,830
+252
| +6% | +$15.5K | 0.01% | 227 |
|
|
2020
Q3 | $197K | Sell |
4,578
-950
| -17% | -$40.9K | 0.01% | 250 |
|
|
2020
Q2 | $282K | Buy |
5,528
+600
| +12% | +$30.6K | 0.02% | 193 |
|
|
2020
Q1 | $208K | Sell |
4,928
-1,629
| -25% | -$68.8K | 0.01% | 202 |
|
|
2019
Q4 | $524K | Buy |
6,557
+217
| +3% | +$17.3K | 0.03% | 135 |
|
|
2019
Q3 | $438K | Buy |
6,340
+77
| +1% | +$5.32K | 0.03% | 144 |
|
|
2019
Q2 | $439K | Buy |
6,263
+502
| +9% | +$35.2K | 0.03% | 142 |
|
|
2019
Q1 | $358K | Buy |
5,761
+989
| +21% | +$61.5K | 0.02% | 151 |
|
|
2018
Q4 | $248K | Sell |
4,772
-322
| -6% | -$16.7K | 0.02% | 174 |
|
|
2018
Q3 | $365K | Sell |
5,094
-441
| -8% | -$31.6K | 0.03% | 119 |
|
|
2018
Q2 | $370K | Sell |
5,535
-700
| -11% | -$46.8K | 0.04% | 117 |
|
|
2018
Q1 | $421K | Sell |
6,235
-390
| -6% | -$26.3K | 0.04% | 99 |
|
|
2017
Q4 | $493K | Buy |
6,625
+270
| +4% | +$20.1K | 0.05% | 88 |
|
|
2017
Q3 | $462K | Sell |
6,355
-480
| -7% | -$34.9K | 0.05% | 93 |
|
|
2017
Q2 | $457K | Buy |
6,835
+826
| +14% | +$55.2K | 0.05% | 89 |
|
|
2017
Q1 | $359K | Buy |
6,009
+230
| +4% | +$13.7K | 0.04% | 100 |
|
|
2016
Q4 | $343K | Buy |
+5,779
| New | +$343K | 0.04% | 98 |
|