Sullivan, Bruyette, Speros & Blaney’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$424K Buy
2020
Q4
$298K Buy
2020
Q3
$197K Sell
2020
Q2
$282K Buy
2020
Q1
$208K Sell
2019
Q4
$524K Buy
2019
Q3
$438K Buy
2019
Q2
$439K Buy
2019
Q1
$358K Buy
2018
Q4
$248K Sell
2018
Q3
$365K Sell
2018
Q2
$370K Sell
2018
Q1
$421K Sell
2017
Q4
$493K Buy
2017
Q3
$462K Sell
2017
Q2
$457K Buy
2017
Q1
$359K Buy
2016
Q4
$343K Buy