XML Financial’s Citigroup C Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,813
Closed -$319K 343
2023
Q1
$319K Sell
6,813
-179
-3% -$8.39K 0.04% 259
2022
Q4
$316K Sell
6,992
-6,491
-48% -$294K 0.04% 251
2022
Q3
$562K Buy
+13,483
New +$562K 0.08% 186
2022
Q2
Sell
-111,245
Closed -$5.94M 249
2022
Q1
$5.94M Buy
111,245
+1,294
+1% +$69.1K 0.71% 43
2021
Q4
$6.64M Buy
109,951
+12,363
+13% +$747K 0.8% 37
2021
Q3
$6.85M Buy
+97,588
New +$6.85M 0.91% 32