Angeles Investment Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,713
| Closed | -$235K | – | 219 |
|
|
2024
Q1 | $235K | Buy |
+3,713
| New | +$235K | 0.01% | 194 |
|
|
2023
Q2 | – | Sell |
-5,671
| Closed | -$266K | – | 164 |
|
|
2023
Q1 | $266K | Buy |
5,671
+330
| +6% | +$15.5K | 0.02% | 118 |
|
|
2022
Q4 | $242K | Buy |
+5,341
| New | +$242K | 0.02% | 100 |
|
|
2022
Q3 | – | Sell |
-5,145
| Closed | -$237K | – | 59 |
|
|
2022
Q2 | $237K | Hold |
5,145
| – | – | 0.02% | 93 |
|
|
2022
Q1 | $275K | Sell |
5,145
-683
| -12% | -$36.5K | 0.02% | 95 |
|
|
2021
Q4 | $352K | Buy |
5,828
+470
| +9% | +$28.4K | 0.02% | 154 |
|
|
2021
Q3 | $376K | Buy |
+5,358
| New | +$376K | 0.02% | 132 |
|