Alpha Family Trust’s Citigroup C Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $264K | Sell |
3,100
-1,330
| -30% | -$113K | 0.13% | 149 |
|
2025
Q1 | $314K | Buy |
4,430
+1,330
| +43% | +$94.4K | 0.18% | 114 |
|
2024
Q4 | $218K | Buy |
+3,100
| New | +$218K | 0.12% | 144 |
|
2023
Q3 | – | Sell |
-4,560
| Closed | -$210K | – | 133 |
|
2023
Q2 | $210K | Buy |
+4,560
| New | +$210K | 0.15% | 120 |
|
2022
Q4 | – | Sell |
-5,065
| Closed | -$211K | – | 121 |
|
2022
Q3 | $211K | Buy |
+5,065
| New | +$211K | 0.16% | 43 |
|