AIA
Allied Investment Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Buy |
3,652
+100
| +3% | +$8.51K | 0.05% | 73 |
|
|
2025
Q1 | $252K | Sell |
3,552
-15
| -0.4% | -$1.07K | 0.05% | 76 |
|
|
2024
Q4 | $251K | Sell |
3,567
-18
| -0.5% | -$1.27K | 0.05% | 71 |
|
|
2024
Q3 | $224K | Hold |
3,585
| – | – | 0.04% | 70 |
|
|
2024
Q2 | $228K | Hold |
3,585
| – | – | 0.05% | 65 |
|
|
2024
Q1 | $227K | Buy |
+3,585
| New | +$227K | 0.05% | 60 |
|
|
2023
Q3 | – | Sell |
-5,335
| Closed | -$246K | – | 59 |
|
|
2023
Q2 | $246K | Buy |
5,335
+960
| +22% | +$44.2K | 0.07% | 53 |
|
|
2023
Q1 | $205K | Buy |
+4,375
| New | +$205K | 0.06% | 55 |
|
|
2022
Q3 | – | Sell |
-4,595
| Closed | -$211K | – | 56 |
|
|
2022
Q2 | $211K | Hold |
4,595
| – | – | 0.08% | 53 |
|
|
2022
Q1 | $245K | Hold |
4,595
| – | – | 0.08% | 52 |
|
|
2021
Q4 | $277K | Hold |
4,595
| – | – | 0.09% | 50 |
|
|
2021
Q3 | $322K | Hold |
4,595
| – | – | 0.12% | 45 |
|
|
2021
Q2 | $325K | Sell |
4,595
-375
| -8% | -$26.5K | 0.12% | 45 |
|
|
2021
Q1 | $362K | Buy |
4,970
+375
| +8% | +$27.3K | 0.16% | 42 |
|
|
2020
Q4 | $283K | Buy |
+4,595
| New | +$283K | 0.14% | 43 |
|
|
2018
Q1 | – | Sell |
-2,751
| Closed | -$205K | – | 49 |
|
|
2017
Q4 | $205K | Buy |
+2,751
| New | +$205K | 0.17% | 47 |
|