Arkadios 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 | $8.03M | Buy |
94,345
+50,586
| +116% | +$4.31M | 0.24% | 87 |
|
|
2025
Q1 | $3.11M | Buy |
43,759
+14,736
| +51% | +$1.05M | 0.12% | 196 |
|
|
2024
Q4 | $2.04M | Buy |
29,023
+1,368
| +5% | +$96.3K | 0.11% | 182 |
|
|
2024
Q3 | $1.73M | Buy |
27,655
+9,777
| +55% | +$612K | 0.1% | 211 |
|
|
2024
Q2 | $1.13M | Buy |
+17,878
| New | +$1.13M | 0.08% | 254 |
|
|
2023
Q1 | – | Sell |
-5,767
| Closed | -$261K | – | 604 |
|
|
2022
Q4 | $261K | Sell |
5,767
-358
| -6% | -$16.2K | 0.03% | 444 |
|
|
2022
Q3 | $255K | Buy |
+6,125
| New | +$255K | 0.04% | 421 |
|
|
2022
Q2 | – | Sell |
-3,899
| Closed | -$208K | – | 548 |
|
|
2022
Q1 | $208K | Buy |
3,899
+263
| +7% | +$14K | 0.03% | 524 |
|
|
2021
Q4 | $220K | Sell |
3,636
-1,106
| -23% | -$66.9K | 0.03% | 515 |
|
|
2021
Q3 | $332K | Sell |
4,742
-1,236
| -21% | -$86.5K | 0.05% | 381 |
|
|
2021
Q2 | $422K | Buy |
5,978
+2,084
| +54% | +$147K | 0.05% | 370 |
|
|
2021
Q1 | $283K | Buy |
3,894
+1,602
| +70% | +$116K | 0.05% | 351 |
|
|
2020
Q4 | $141K | Buy |
2,292
+1,540
| +205% | +$94.7K | 0.03% | 380 |
|
|
2020
Q3 | $32.5K | Sell |
752
-244
| -24% | -$10.5K | 0.02% | 492 |
|
|
2020
Q2 | $50K | Sell |
996
-341
| -26% | -$17.1K | 0.03% | 376 |
|
|
2020
Q1 | $56.3K | Sell |
1,337
-317
| -19% | -$13.4K | 0.04% | 321 |
|
|
2019
Q4 | $131K | Buy |
+1,654
| New | +$131K | 0.08% | 198 |
|