Aptus 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 | $18.5M | Buy |
216,798
+6,221
| +3% | +$530K | 0.15% | 120 |
|
|
2025
Q1 | $14.9M | Buy |
210,577
+20,978
| +11% | +$1.49M | 0.15% | 129 |
|
|
2024
Q4 | $13.3M | Buy |
189,599
+28,061
| +17% | +$1.98M | 0.14% | 121 |
|
|
2024
Q3 | $10.1M | Buy |
161,538
+27,512
| +21% | +$1.72M | 0.15% | 136 |
|
|
2024
Q2 | $8.51M | Buy |
134,026
+30,411
| +29% | +$1.93M | 0.15% | 127 |
|
|
2024
Q1 | $6.55M | Buy |
103,615
+9,638
| +10% | +$610K | 0.12% | 147 |
|
|
2023
Q4 | $4.83M | Buy |
93,977
+134
| +0.1% | +$6.89K | 0.13% | 136 |
|
|
2023
Q3 | $3.86M | Sell |
93,843
-14,605
| -13% | -$601K | 0.11% | 153 |
|
|
2023
Q2 | $4.99M | Buy |
108,448
+12,471
| +13% | +$574K | 0.12% | 133 |
|
|
2023
Q1 | $4.5M | Buy |
95,977
+90,483
| +1,647% | +$4.24M | 0.12% | 128 |
|
|
2022
Q4 | $248K | Sell |
5,494
-850
| -13% | -$38.4K | 0.01% | 434 |
|
|
2022
Q3 | $265K | Buy |
+6,344
| New | +$265K | 0.01% | 398 |
|
|
2021
Q2 | – | Sell |
-11,584
| Closed | -$843K | – | 546 |
|
|
2021
Q1 | $843K | Hold |
11,584
| – | – | 0.03% | 210 |
|
|
2020
Q4 | $713K | Buy |
+11,584
| New | +$713K | 0.03% | 195 |
|