Arete Wealth 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 | $1.08M | Sell |
12,649
-1,011
| -7% | -$86.1K | 0.08% | 246 |
|
|
2025
Q1 | $904K | Buy |
13,660
+2,249
| +20% | +$149K | 0.07% | 261 |
|
|
2024
Q4 | $804K | Sell |
11,411
-4,506
| -28% | -$317K | 0.06% | 296 |
|
|
2024
Q3 | $993K | Sell |
15,917
-5,086
| -24% | -$317K | 0.09% | 230 |
|
|
2024
Q2 | $1.33M | Buy |
21,003
+5,057
| +32% | +$319K | 0.11% | 183 |
|
|
2024
Q1 | $1.01M | Sell |
15,946
-2,570
| -14% | -$162K | 0.09% | 210 |
|
|
2023
Q4 | $952K | Buy |
18,516
+498
| +3% | +$25.6K | 0.07% | 263 |
|
|
2023
Q3 | $741K | Buy |
18,018
+4,580
| +34% | +$188K | 0.13% | 172 |
|
|
2023
Q2 | $619K | Sell |
13,438
-2,225
| -14% | -$102K | 0.05% | 320 |
|
|
2023
Q1 | $734K | Buy |
15,663
+846
| +6% | +$39.6K | 0.06% | 269 |
|
|
2022
Q4 | $670M | Sell |
14,817
-1,122
| -7% | -$50.7M | 0.06% | 273 |
|
|
2022
Q3 | $664K | Buy |
15,939
+7,441
| +88% | +$310K | 0.07% | 251 |
|
|
2022
Q2 | $391K | Sell |
8,498
-132
| -2% | -$6.07K | 0.04% | 287 |
|
|
2022
Q1 | $423K | Buy |
8,630
+1,963
| +29% | +$96.2K | 0.04% | 313 |
|
|
2021
Q4 | $366K | Buy |
6,667
+441
| +7% | +$24.2K | 0.03% | 346 |
|
|
2021
Q3 | $378K | Buy |
6,226
+214
| +4% | +$13K | 0.04% | 293 |
|
|
2021
Q2 | $224K | Sell |
6,012
-373
| -6% | -$13.9K | 0.03% | 313 |
|
|
2021
Q1 | $402K | Sell |
6,385
-84
| -1% | -$5.29K | 0.05% | 272 |
|
|
2020
Q4 | $347K | Buy |
+6,469
| New | +$347K | 0.05% | 288 |
|
|
2020
Q2 | – | Sell |
-5,117
| Closed | -$215K | – | 377 |
|
|
2020
Q1 | $215K | Sell |
5,117
-1,465
| -22% | -$61.6K | 0.04% | 293 |
|
|
2019
Q4 | $526K | Sell |
6,582
-3,109
| -32% | -$248K | 0.09% | 225 |
|
|
2019
Q3 | $669K | Buy |
9,691
+4,490
| +86% | +$310K | 0.13% | 185 |
|
|
2019
Q2 | $365K | Buy |
+5,201
| New | +$365K | 0.07% | 268 |
|
|
2018
Q3 | – | Sell |
-16,661
| Closed | -$1.12M | – | 366 |
|
|
2018
Q2 | $1.12M | Buy |
16,661
+4,750
| +40% | +$318K | 0.27% | 92 |
|
|
2018
Q1 | $804K | Buy |
11,911
+759
| +7% | +$51.2K | 0.27% | 103 |
|
|
2017
Q4 | $830K | Sell |
11,152
-952
| -8% | -$70.9K | 0.27% | 105 |
|
|
2017
Q3 | $880K | Buy |
12,104
+8,160
| +207% | +$593K | 0.35% | 88 |
|
|
2017
Q2 | $264K | Buy |
3,944
+260
| +7% | +$17.4K | 0.12% | 195 |
|
|
2017
Q1 | $220K | Sell |
3,684
-349
| -9% | -$20.8K | 0.1% | 175 |
|
|
2016
Q4 | $240K | Sell |
4,033
-1,016
| -20% | -$60.5K | 0.11% | 153 |
|
|
2016
Q3 | $238K | Sell |
5,049
-198
| -4% | -$9.33K | 0.14% | 126 |
|
|
2016
Q2 | $222K | Buy |
+5,247
| New | +$222K | 0.14% | 121 |
|