Annex Advisory Services’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Buy |
+3,168
| New | +$270K | 0.01% | 268 |
|
|
2020
Q2 | – | Sell |
-33,530
| Closed | -$1.41M | – | 125 |
|
|
2020
Q1 | $1.41M | Buy |
33,530
+3,814
| +13% | +$161K | 0.2% | 51 |
|
|
2019
Q4 | $2.37M | Buy |
29,716
+1,094
| +4% | +$87.4K | 0.29% | 47 |
|
|
2019
Q3 | $1.98M | Buy |
28,622
+472
| +2% | +$32.6K | 0.27% | 45 |
|
|
2019
Q2 | $1.97M | Buy |
28,150
+354
| +1% | +$24.8K | 0.28% | 43 |
|
|
2019
Q1 | $1.73M | Buy |
27,796
+1,754
| +7% | +$109K | 0.26% | 46 |
|
|
2018
Q4 | $1.36M | Buy |
26,042
+1,768
| +7% | +$92.1K | 0.21% | 60 |
|
|
2018
Q3 | $1.74M | Buy |
24,274
+2,417
| +11% | +$173K | 0.27% | 49 |
|
|
2018
Q2 | $1.46M | Buy |
21,857
+1,074
| +5% | +$71.9K | 0.25% | 48 |
|
|
2018
Q1 | $1.4M | Buy |
20,783
+2,818
| +16% | +$190K | 0.26% | 48 |
|
|
2017
Q4 | $1.34M | Buy |
17,965
+1,707
| +10% | +$127K | 0.25% | 41 |
|
|
2017
Q3 | $1.18M | Buy |
16,258
+2,995
| +23% | +$218K | 0.24% | 45 |
|
|
2017
Q2 | $887K | Buy |
+13,263
| New | +$887K | 0.2% | 50 |
|