Transamerica Financial Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Sell |
5,773
-293
| -5% | -$24.9K | 0.05% | 189 |
|
|
2025
Q1 | $431K | Sell |
6,066
-871
| -13% | -$61.9K | 0.04% | 195 |
|
|
2024
Q4 | $489K | Sell |
6,937
-129
| -2% | -$9.09K | 0.05% | 191 |
|
|
2024
Q3 | $443K | Buy |
7,066
+1,521
| +27% | +$95.4K | 0.04% | 195 |
|
|
2024
Q2 | $352K | Hold |
5,545
| – | – | 0.04% | 174 |
|
|
2024
Q1 | $351K | Sell |
5,545
-180
| -3% | -$11.4K | 0.04% | 192 |
|
|
2023
Q4 | $295K | Sell |
5,725
-1,071
| -16% | -$55.2K | 0.04% | 219 |
|
|
2023
Q3 | $280K | Buy |
6,796
+145
| +2% | +$5.97K | 0.04% | 198 |
|
|
2023
Q2 | $307K | Sell |
6,651
-762
| -10% | -$35.2K | 0.04% | 204 |
|
|
2023
Q1 | $348K | Sell |
7,413
-65
| -0.9% | -$3.05K | 0.05% | 200 |
|
|
2022
Q4 | $339K | Buy |
7,478
+1,011
| +16% | +$45.8K | 0.05% | 189 |
|
|
2022
Q3 | $270K | Buy |
6,467
+707
| +12% | +$29.5K | 0.04% | 195 |
|
|
2022
Q2 | $265K | Buy |
+5,760
| New | +$265K | 0.04% | 208 |
|
|
2020
Q3 | – | Sell |
-517
| Closed | -$27K | – | 208 |
|
|
2020
Q2 | $27K | Buy |
+517
| New | +$27K | 0.01% | 219 |
|
|
2019
Q3 | – | Sell |
-17
| Closed | -$2K | – | 136 |
|
|
2019
Q2 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 371 |
|
|
2016
Q2 | – | Sell |
-362
| Closed | -$16K | – | 436 |
|
|
2016
Q1 | $16K | Sell |
362
-440
| -55% | -$19.4K | ﹤0.01% | 504 |
|
|
2015
Q4 | $42K | Hold |
802
| – | – | ﹤0.01% | 428 |
|
|
2015
Q3 | $40K | Hold |
802
| – | – | ﹤0.01% | 410 |
|
|
2015
Q2 | $45K | Sell |
802
-16
| -2% | -$898 | ﹤0.01% | 466 |
|
|
2015
Q1 | $43K | Buy |
818
+86
| +12% | +$4.52K | ﹤0.01% | 454 |
|
|
2014
Q4 | $40K | Buy |
732
+650
| +793% | +$35.5K | ﹤0.01% | 380 |
|
|
2014
Q3 | $5K | Buy |
82
+40
| +95% | +$2.44K | ﹤0.01% | 520 |
|
|
2014
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 582 |
|
|
2014
Q1 | $2K | Sell |
42
-5,269
| -99% | -$251K | ﹤0.01% | 549 |
|
|
2013
Q4 | $277K | Buy |
5,311
+5,249
| +8,466% | +$274K | 0.03% | 219 |
|
|
2013
Q3 | $4K | Sell |
62
-6,274
| -99% | -$405K | ﹤0.01% | 502 |
|
|
2013
Q2 | $304K | Buy |
+6,336
| New | +$304K | 0.05% | 161 |
|