Atria Investments’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7M | Buy |
243,459
+14,728
| +6% | +$1.25M | 0.24% | 72 |
|
|
2025
Q1 | $16.2M | Sell |
228,731
-10,301
| -4% | -$731K | 0.21% | 99 |
|
|
2024
Q4 | $16.8M | Buy |
239,032
+8,861
| +4% | +$624K | 0.21% | 96 |
|
|
2024
Q3 | $14.4M | Sell |
230,171
-24,334
| -10% | -$1.52M | 0.18% | 122 |
|
|
2024
Q2 | $16.2M | Buy |
254,505
+3,120
| +1% | +$198K | 0.21% | 94 |
|
|
2024
Q1 | $15.9M | Buy |
251,385
+11,667
| +5% | +$738K | 0.22% | 95 |
|
|
2023
Q4 | $12.3M | Buy |
239,718
+37,950
| +19% | +$1.95M | 0.19% | 123 |
|
|
2023
Q3 | $8.3M | Sell |
201,768
-1,346
| -0.7% | -$55.4K | 0.15% | 163 |
|
|
2023
Q2 | $9.35M | Buy |
203,114
+15,357
| +8% | +$707K | 0.17% | 141 |
|
|
2023
Q1 | $8.8M | Buy |
187,757
+12,637
| +7% | +$593K | 0.17% | 150 |
|
|
2022
Q4 | $7.92M | Buy |
175,120
+7,856
| +5% | +$355K | 0.16% | 156 |
|
|
2022
Q3 | $6.97M | Buy |
167,264
+19,707
| +13% | +$821K | 0.15% | 162 |
|
|
2022
Q2 | $6.79M | Buy |
147,557
+47,676
| +48% | +$2.19M | 0.14% | 180 |
|
|
2022
Q1 | $5.33M | Sell |
99,881
-8,011
| -7% | -$428K | 0.09% | 262 |
|
|
2021
Q4 | $6.52M | Buy |
107,892
+7,228
| +7% | +$437K | 0.12% | 211 |
|
|
2021
Q3 | $7.07M | Buy |
100,664
+6,267
| +7% | +$440K | 0.13% | 180 |
|
|
2021
Q2 | $6.68M | Buy |
94,397
+7,335
| +8% | +$519K | 0.13% | 183 |
|
|
2021
Q1 | $6.33M | Sell |
87,062
-2,911
| -3% | -$212K | 0.14% | 170 |
|
|
2020
Q4 | $5.55M | Sell |
89,973
-5,298
| -6% | -$327K | 0.13% | 181 |
|
|
2020
Q3 | $4.11M | Buy |
95,271
+1,538
| +2% | +$66.3K | 0.12% | 191 |
|
|
2020
Q2 | $4.79M | Buy |
+93,733
| New | +$4.79M | 0.16% | 148 |
|
|
2020
Q1 | – | Sell |
-128,566
| Closed | -$10.3M | – | 634 |
|
|
2019
Q4 | $10.3M | Buy |
128,566
+33,324
| +35% | +$2.66M | 0.28% | 80 |
|
|
2019
Q3 | $6.58M | Buy |
95,242
+11,178
| +13% | +$772K | 0.23% | 91 |
|
|
2019
Q2 | $5.28M | Buy |
84,064
+56,383
| +204% | +$3.54M | 0.2% | 105 |
|
|
2019
Q1 | $1.72M | Buy |
27,681
+11,661
| +73% | +$725K | 0.07% | 233 |
|
|
2018
Q4 | $834K | Sell |
16,020
-4,127
| -20% | -$215K | 0.04% | 346 |
|
|
2018
Q3 | $1.45M | Sell |
20,147
-1,772
| -8% | -$127K | 0.06% | 303 |
|
|
2018
Q2 | $1.47M | Sell |
21,919
-4,550
| -17% | -$305K | 0.06% | 293 |
|
|
2018
Q1 | $1.79M | Sell |
26,469
-573
| -2% | -$38.7K | 0.09% | 234 |
|
|
2017
Q4 | $2.01M | Buy |
27,042
+2,646
| +11% | +$197K | 0.1% | 212 |
|
|
2017
Q3 | $1.78M | Buy |
24,396
+3,038
| +14% | +$221K | 0.1% | 208 |
|
|
2017
Q2 | $1.43M | Buy |
21,358
+5,198
| +32% | +$348K | 0.09% | 233 |
|
|
2017
Q1 | $967K | Buy |
16,160
+1,245
| +8% | +$74.5K | 0.06% | 268 |
|
|
2016
Q4 | $886K | Buy |
14,915
+1,660
| +13% | +$98.6K | 0.07% | 246 |
|
|
2016
Q3 | $626K | Buy |
13,255
+583
| +5% | +$27.5K | 0.06% | 277 |
|
|
2016
Q2 | $534K | Buy |
12,672
+2,353
| +23% | +$99.2K | 0.06% | 249 |
|
|
2016
Q1 | $431K | Sell |
10,319
-4,205
| -29% | -$176K | 0.05% | 284 |
|
|
2015
Q4 | $670K | Buy |
14,524
+3,849
| +36% | +$178K | 0.07% | 186 |
|
|
2015
Q3 | $530K | Buy |
10,675
+201
| +2% | +$9.98K | 0.07% | 187 |
|
|
2015
Q2 | $579K | Buy |
10,474
+919
| +10% | +$50.8K | 0.07% | 220 |
|
|
2015
Q1 | $492K | Buy |
9,555
+1,141
| +14% | +$58.8K | 0.06% | 244 |
|
|
2014
Q4 | $455K | Sell |
8,414
-4,841
| -37% | -$262K | 0.05% | 270 |
|
|
2014
Q3 | $687K | Buy |
13,255
+4,046
| +44% | +$210K | 0.07% | 239 |
|
|
2014
Q2 | $434K | Sell |
9,209
-552
| -6% | -$26K | 0.04% | 285 |
|
|
2014
Q1 | $465K | Sell |
9,761
-1,526
| -14% | -$72.7K | 0.05% | 302 |
|
|
2013
Q4 | $588K | Sell |
11,287
-233
| -2% | -$12.1K | 0.06% | 266 |
|
|
2013
Q3 | $559K | Sell |
11,520
-851
| -7% | -$41.3K | 0.06% | 262 |
|
|
2013
Q2 | $593K | Buy |
+12,371
| New | +$593K | 0.07% | 161 |
|