SFWA
Summit Financial Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $226K | Hold |
3,182
| – | – | 0.04% | 134 |
|
|
2024
Q4 | $253K | Buy |
+3,182
| New | +$253K | 0.05% | 132 |
|
|
2021
Q4 | – | Sell |
-3,900
| Closed | -$274K | – | 141 |
|
|
2021
Q3 | $274K | Buy |
+3,900
| New | +$274K | 0.06% | 106 |
|
|
2018
Q4 | – | Sell |
-3,298
| Closed | -$228K | – | 129 |
|
|
2018
Q3 | $228K | Sell |
3,298
-2,256
| -41% | -$156K | 0.07% | 129 |
|
|
2018
Q2 | $375K | Sell |
5,554
-425
| -7% | -$28.7K | 0.13% | 96 |
|
|
2018
Q1 | $404K | Sell |
5,979
-342
| -5% | -$23.1K | 0.13% | 93 |
|
|
2017
Q4 | $470K | Buy |
6,321
+369
| +6% | +$27.4K | 0.16% | 87 |
|
|
2017
Q3 | $433K | Sell |
5,952
-568
| -9% | -$41.3K | 0.16% | 89 |
|
|
2017
Q2 | $436K | Sell |
6,520
-100
| -2% | -$6.69K | 0.17% | 96 |
|
|
2017
Q1 | $396K | Sell |
6,620
-33
| -0.5% | -$1.97K | 0.17% | 102 |
|
|
2016
Q4 | $395K | Buy |
6,653
+333
| +5% | +$19.8K | 0.17% | 103 |
|
|
2016
Q3 | $298K | Sell |
6,320
-193
| -3% | -$9.1K | 0.13% | 112 |
|
|
2016
Q2 | $276K | Sell |
6,513
-383
| -6% | -$16.2K | 0.12% | 116 |
|
|
2016
Q1 | $288K | Buy |
6,896
+95
| +1% | +$3.97K | 0.13% | 109 |
|
|
2015
Q4 | $352K | Buy |
6,801
+6,376
| +1,500% | +$330K | 0.16% | 100 |
|
|
2015
Q3 | $21K | Sell |
425
-52
| -11% | -$2.57K | 0.01% | 159 |
|
|
2015
Q2 | $26K | Hold |
477
| – | – | 0.02% | 183 |
|
|
2015
Q1 | $26K | Hold |
477
| – | – | 0.02% | 154 |
|
|
2014
Q4 | $26K | Buy |
+477
| New | +$26K | 0.02% | 146 |
|