Valley National Advisers’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Sell |
183
-305
| -63% | -$25K | ﹤0.01% | 502 |
|
|
2025
Q1 | $34K | Buy |
488
+132
| +37% | +$9.2K | 0.01% | 418 |
|
|
2024
Q4 | $25K | Hold |
356
| – | – | ﹤0.01% | 436 |
|
|
2024
Q3 | $22K | Sell |
356
-373
| -51% | -$23.1K | ﹤0.01% | 434 |
|
|
2024
Q2 | $46K | Buy |
729
+10
| +1% | +$631 | 0.01% | 401 |
|
|
2024
Q1 | $45K | Buy |
719
+47
| +7% | +$2.94K | 0.01% | 416 |
|
|
2023
Q4 | $34K | Sell |
672
-3,006
| -82% | -$152K | 0.01% | 456 |
|
|
2023
Q3 | $151K | Sell |
3,678
-24
| -0.6% | -$985 | 0.03% | 262 |
|
|
2023
Q2 | $171K | Buy |
3,702
+27
| +0.7% | +$1.25K | 0.03% | 259 |
|
|
2023
Q1 | $180K | Sell |
3,675
-100
| -3% | -$4.9K | 0.03% | 252 |
|
|
2022
Q4 | $183K | Sell |
3,775
-7
| -0.2% | -$339 | 0.03% | 250 |
|
|
2022
Q3 | $167K | Sell |
3,782
-76
| -2% | -$3.36K | 0.03% | 256 |
|
|
2022
Q2 | $181K | Buy |
3,858
+3,300
| +591% | +$155K | 0.04% | 233 |
|
|
2022
Q1 | $30K | Hold |
558
| – | – | 0.01% | 452 |
|
|
2021
Q4 | $34K | Buy |
558
+21
| +4% | +$1.28K | 0.01% | 424 |
|
|
2021
Q3 | $38K | Sell |
537
-216
| -29% | -$15.3K | 0.01% | 372 |
|
|
2021
Q2 | $53K | Buy |
753
+163
| +28% | +$11.5K | 0.01% | 344 |
|
|
2021
Q1 | $43K | Sell |
590
-12
| -2% | -$875 | 0.01% | 341 |
|
|
2020
Q4 | $37K | Sell |
602
-200
| -25% | -$12.3K | 0.01% | 348 |
|
|
2020
Q3 | $35K | Sell |
802
-200
| -20% | -$8.73K | 0.01% | 319 |
|
|
2020
Q2 | $51K | Sell |
1,002
-472
| -32% | -$24K | 0.01% | 294 |
|
|
2020
Q1 | $62K | Sell |
1,474
-6
| -0.4% | -$252 | 0.02% | 263 |
|
|
2019
Q4 | $118K | Sell |
1,480
-52
| -3% | -$4.15K | 0.03% | 228 |
|
|
2019
Q3 | $106K | Buy |
1,532
+52
| +4% | +$3.6K | 0.03% | 237 |
|
|
2019
Q2 | $104K | Sell |
1,480
-82
| -5% | -$5.76K | 0.03% | 228 |
|
|
2019
Q1 | $97K | Sell |
1,562
-61
| -4% | -$3.79K | 0.03% | 237 |
|
|
2018
Q4 | $85K | Buy |
1,623
+117
| +8% | +$6.13K | 0.03% | 218 |
|
|
2018
Q3 | $108K | Buy |
1,506
+156
| +12% | +$11.2K | 0.04% | 210 |
|
|
2018
Q2 | $90K | Buy |
1,350
+48
| +4% | +$3.2K | 0.03% | 222 |
|
|
2018
Q1 | $88K | Buy |
1,302
+12
| +0.9% | +$811 | 0.03% | 211 |
|
|
2017
Q4 | $96K | Sell |
1,290
-100
| -7% | -$7.44K | 0.03% | 207 |
|
|
2017
Q3 | $101K | Buy |
1,390
+66
| +5% | +$4.8K | 0.03% | 197 |
|
|
2017
Q2 | $89K | Hold |
1,324
| – | – | 0.03% | 205 |
|
|
2017
Q1 | $79K | Hold |
1,324
| – | – | 0.03% | 207 |
|
|
2016
Q4 | $79K | Sell |
1,324
-109
| -8% | -$6.5K | 0.04% | 213 |
|
|
2016
Q3 | $68K | Hold |
1,433
| – | – | 0.04% | 204 |
|
|
2016
Q2 | $61K | Sell |
1,433
-656
| -31% | -$27.9K | 0.03% | 215 |
|
|
2016
Q1 | $87K | Sell |
2,089
-262
| -11% | -$10.9K | 0.05% | 193 |
|
|
2015
Q4 | $122K | Sell |
2,351
-501
| -18% | -$26K | 0.07% | 154 |
|
|
2015
Q3 | $142K | Buy |
2,852
+337
| +13% | +$16.8K | 0.09% | 145 |
|
|
2015
Q2 | $139K | Buy |
2,515
+501
| +25% | +$27.7K | 0.08% | 161 |
|
|
2015
Q1 | $104K | Buy |
2,014
+1,402
| +229% | +$72.4K | 0.06% | 167 |
|
|
2014
Q4 | $32K | Buy |
+612
| New | +$32K | 0.02% | 199 |
|