SWA
Sutton Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $32.2K | Buy |
782
+92
| +13% | +$3.78K | 0.02% | 285 |
|
|
2023
Q2 | $31.8K | Sell |
690
-39
| -5% | -$1.8K | 0.02% | 284 |
|
|
2023
Q1 | $34.2K | Buy |
729
+118
| +19% | +$5.53K | 0.02% | 244 |
|
|
2022
Q4 | $27.6K | Sell |
611
-325
| -35% | -$14.7K | 0.01% | 576 |
|
|
2022
Q3 | $39K | Buy |
936
+271
| +41% | +$11.3K | 0.02% | 442 |
|
|
2022
Q2 | $30.6K | Sell |
665
-2,295
| -78% | -$106K | 0.01% | 526 |
|
|
2022
Q1 | $158K | Sell |
2,960
-183
| -6% | -$9.77K | 0.05% | 198 |
|
|
2021
Q4 | $190K | Buy |
3,143
+234
| +8% | +$14.1K | 0.06% | 184 |
|
|
2021
Q3 | $204K | Buy |
2,909
+12
| +0.4% | +$842 | 0.08% | 173 |
|
|
2021
Q2 | $205K | Hold |
2,897
| – | – | 0.07% | 177 |
|
|
2021
Q1 | $211K | Buy |
2,897
+112
| +4% | +$8.15K | 0.08% | 167 |
|
|
2020
Q4 | $172K | Sell |
2,785
-10
| -0.4% | -$617 | 0.07% | 173 |
|
|
2020
Q3 | $120K | Buy |
2,795
+33
| +1% | +$1.42K | 0.06% | 195 |
|
|
2020
Q2 | $141K | Sell |
2,762
-192
| -6% | -$9.81K | 0.07% | 173 |
|
|
2020
Q1 | $124K | Buy |
2,954
+65
| +2% | +$2.74K | 0.08% | 174 |
|
|
2019
Q4 | $231K | Sell |
2,889
-2
| -0.1% | -$160 | 0.12% | 136 |
|
|
2019
Q3 | $200K | Buy |
2,891
+11
| +0.4% | +$760 | 0.11% | 146 |
|
|
2019
Q2 | $202K | Hold |
2,880
| – | – | 0.12% | 143 |
|
|
2019
Q1 | $179K | Buy |
2,880
+28
| +1% | +$1.74K | 0.1% | 152 |
|
|
2018
Q4 | $148K | Buy |
2,852
+179
| +7% | +$9.32K | 0.1% | 155 |
|
|
2018
Q3 | $192K | Sell |
2,673
-710
| -21% | -$50.9K | 0.13% | 130 |
|
|
2018
Q2 | $226K | Sell |
3,383
-9
| -0.3% | -$602 | 0.16% | 111 |
|
|
2018
Q1 | $229K | Sell |
3,392
-50
| -1% | -$3.38K | 0.16% | 110 |
|
|
2017
Q4 | $256K | Hold |
3,442
| – | – | 0.19% | 97 |
|
|
2017
Q3 | $250K | Buy |
3,442
+116
| +3% | +$8.44K | 0.19% | 90 |
|
|
2017
Q2 | $222K | Buy |
3,326
+58
| +2% | +$3.88K | 0.18% | 102 |
|
|
2017
Q1 | $195K | Sell |
3,268
-75
| -2% | -$4.49K | 0.16% | 107 |
|
|
2016
Q4 | $199K | Buy |
3,343
+534
| +19% | +$31.7K | 0.18% | 98 |
|
|
2016
Q3 | $133K | Buy |
2,809
+334
| +13% | +$15.8K | 0.12% | 141 |
|
|
2016
Q2 | $105K | Sell |
2,475
-631
| -20% | -$26.7K | 0.1% | 170 |
|
|
2016
Q1 | $130K | Buy |
+3,106
| New | +$130K | 0.12% | 149 |
|