Allen Mooney & Barnes Investment 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 | $7.24M | Buy |
85,061
+305
| +0.4% | +$26K | 1.19% | 30 |
|
|
2025
Q1 | $6.02M | Sell |
84,756
-493
| -0.6% | -$35K | 0.98% | 38 |
|
|
2024
Q4 | $6M | Buy |
85,249
+79
| +0.1% | +$5.56K | 1.01% | 34 |
|
|
2024
Q3 | $5.33M | Sell |
85,170
-3,111
| -4% | -$195K | 0.91% | 37 |
|
|
2024
Q2 | $5.6M | Buy |
88,281
+1,821
| +2% | +$116K | 1% | 34 |
|
|
2024
Q1 | $5.25M | Sell |
86,460
-1,182
| -1% | -$71.8K | 1.01% | 36 |
|
|
2023
Q4 | $4.51M | Sell |
87,642
-13,335
| -13% | -$686K | 0.86% | 37 |
|
|
2023
Q3 | $4.15M | Buy |
100,977
+4,413
| +5% | +$182K | 0.88% | 34 |
|
|
2023
Q2 | $4.45M | Sell |
96,564
-495
| -0.5% | -$22.8K | 0.98% | 34 |
|
|
2023
Q1 | $4.55M | Buy |
97,059
+184
| +0.2% | +$8.63K | 1.09% | 34 |
|
|
2022
Q4 | $4.38M | Sell |
96,875
-3,799
| -4% | -$172K | 1.05% | 35 |
|
|
2022
Q3 | $4.2M | Buy |
100,674
+1,373
| +1% | +$57.2K | 1.12% | 33 |
|
|
2022
Q2 | $4.57M | Buy |
99,301
+4,909
| +5% | +$226K | 1.17% | 35 |
|
|
2022
Q1 | $5.04M | Buy |
+94,392
| New | +$5.04M | 1.12% | 36 |
|