American Trust 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
Q1
Sell
-11,250
Closed -$792K 105
2024
Q4
$792K Buy
11,250
+2,345
+26% +$165K 0.32% 54
2024
Q3
$557K Buy
+8,905
New +$557K 0.23% 68