Aspen Investment Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
3,739
-300
| -7% | -$25.5K | 0.13% | 126 |
|
|
2025
Q1 | $287K | Buy |
4,039
+1,150
| +40% | +$81.7K | 0.13% | 131 |
|
|
2024
Q4 | $203K | Buy |
+2,889
| New | +$203K | 0.09% | 140 |
|
|
2024
Q3 | – | Sell |
-3,189
| Closed | -$202K | – | 149 |
|
|
2024
Q2 | $202K | Hold |
3,189
| – | – | 0.1% | 145 |
|
|
2024
Q1 | $202K | Buy |
+3,189
| New | +$202K | 0.1% | 152 |
|
|
2023
Q3 | – | Sell |
-4,361
| Closed | -$201K | – | 138 |
|
|
2023
Q2 | $201K | Hold |
4,361
| – | – | 0.12% | 136 |
|
|
2023
Q1 | $204K | Buy |
+4,361
| New | +$204K | 0.13% | 128 |
|
|
2022
Q4 | – | Sell |
-6,421
| Closed | -$268K | – | 126 |
|
|
2022
Q3 | $268K | Sell |
6,421
-500
| -7% | -$20.9K | 0.18% | 113 |
|
|
2022
Q2 | $318K | Sell |
6,921
-310
| -4% | -$14.2K | 0.2% | 115 |
|
|
2022
Q1 | $386K | Sell |
7,231
-50
| -0.7% | -$2.67K | 0.2% | 112 |
|
|
2021
Q4 | $440K | Sell |
7,281
-340
| -4% | -$20.5K | 0.22% | 112 |
|
|
2021
Q3 | $535K | Sell |
7,621
-150
| -2% | -$10.5K | 0.28% | 96 |
|
|
2021
Q2 | $550K | Hold |
7,771
| – | – | 0.29% | 95 |
|
|
2021
Q1 | $565K | Sell |
7,771
-12
| -0.2% | -$872 | 0.32% | 90 |
|
|
2020
Q4 | $480K | Sell |
7,783
-682
| -8% | -$42.1K | 0.28% | 92 |
|
|
2020
Q3 | $365K | Sell |
8,465
-199
| -2% | -$8.58K | 0.24% | 91 |
|
|
2020
Q2 | $443K | Sell |
8,664
-179
| -2% | -$9.15K | 0.32% | 83 |
|
|
2020
Q1 | $372K | Sell |
8,843
-6,079
| -41% | -$256K | 0.32% | 78 |
|
|
2019
Q4 | $1.19M | Buy |
14,922
+7,921
| +113% | +$633K | 0.74% | 40 |
|
|
2019
Q3 | $484K | Buy |
7,001
+150
| +2% | +$10.4K | 0.32% | 84 |
|
|
2019
Q2 | $480K | Hold |
6,851
| – | – | 0.32% | 86 |
|
|
2019
Q1 | $426K | Hold |
6,851
| – | – | 0.3% | 94 |
|
|
2018
Q4 | $357K | Sell |
6,851
-5,935
| -46% | -$309K | 0.29% | 92 |
|
|
2018
Q3 | $917K | Buy |
12,786
+210
| +2% | +$15.1K | 0.61% | 49 |
|
|
2018
Q2 | $842K | Buy |
12,576
+413
| +3% | +$27.7K | 0.58% | 55 |
|
|
2018
Q1 | $821K | Buy |
12,163
+650
| +6% | +$43.9K | 0.59% | 56 |
|
|
2017
Q4 | $857K | Buy |
11,513
+400
| +4% | +$29.8K | 0.61% | 46 |
|
|
2017
Q3 | $808K | Buy |
11,113
+550
| +5% | +$40K | 0.6% | 47 |
|
|
2017
Q2 | $706K | Buy |
+10,563
| New | +$706K | 0.53% | 51 |
|