Annis Gardner Whiting Capital Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
12,022
+181
| +2% | +$15.4K | 0.35% | 60 |
|
|
2025
Q1 | $841K | Sell |
11,841
-13,714
| -54% | -$974K | 0.36% | 64 |
|
|
2024
Q4 | $1.8M | Sell |
25,555
-150
| -0.6% | -$10.6K | 0.5% | 39 |
|
|
2024
Q3 | $1.61M | Sell |
25,705
-90
| -0.3% | -$5.63K | 0.45% | 38 |
|
|
2024
Q2 | $1.64M | Buy |
25,795
+12,998
| +102% | +$825K | 0.47% | 36 |
|
|
2024
Q1 | $809K | Buy |
12,797
+1,100
| +9% | +$69.6K | 0.29% | 66 |
|
|
2023
Q4 | $602K | Buy |
11,697
+1,136
| +11% | +$58.4K | 0.27% | 74 |
|
|
2023
Q3 | $434K | Buy |
+10,561
| New | +$434K | 0.23% | 84 |
|