Avantax Advisory Services’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.35M | Sell |
74,616
-1,603
| -2% | -$136K | 0.03% | 373 |
|
|
2025
Q1 | $5.41M | Buy |
76,219
+6,061
| +9% | +$430K | 0.03% | 396 |
|
|
2024
Q4 | $4.94M | Buy |
70,158
+3,811
| +6% | +$268K | 0.03% | 403 |
|
|
2024
Q3 | $4.15M | Sell |
66,347
-1,511
| -2% | -$94.6K | 0.03% | 439 |
|
|
2024
Q2 | $4.31M | Buy |
67,858
+26,996
| +66% | +$1.71M | 0.03% | 418 |
|
|
2024
Q1 | $2.58M | Sell |
40,862
-2,347
| -5% | -$148K | 0.02% | 474 |
|
|
2023
Q4 | $2.22M | Sell |
43,209
-7,093
| -14% | -$365K | 0.02% | 475 |
|
|
2023
Q3 | $2.07M | Sell |
50,302
-1,776
| -3% | -$73K | 0.02% | 451 |
|
|
2023
Q2 | $2.4M | Sell |
52,078
-948
| -2% | -$43.6K | 0.03% | 406 |
|
|
2023
Q1 | $2.49M | Buy |
53,026
+2,064
| +4% | +$96.8K | 0.03% | 378 |
|
|
2022
Q4 | $2.3M | Sell |
50,962
-1,432
| -3% | -$64.8K | 0.03% | 378 |
|
|
2022
Q3 | $2.18M | Buy |
52,394
+566
| +1% | +$23.6K | 0.03% | 354 |
|
|
2022
Q2 | $2.38M | Buy |
51,828
+5,256
| +11% | +$242K | 0.04% | 342 |
|
|
2022
Q1 | $2.49M | Buy |
46,572
+5,284
| +13% | +$283K | 0.03% | 328 |
|
|
2021
Q4 | $2.49M | Buy |
41,288
+307
| +0.7% | +$18.5K | 0.04% | 321 |
|
|
2021
Q3 | $2.88M | Buy |
40,981
+4,437
| +12% | +$312K | 0.05% | 273 |
|
|
2021
Q2 | $2.58M | Buy |
36,544
+4,282
| +13% | +$303K | 0.05% | 281 |
|
|
2021
Q1 | $2.35M | Buy |
32,262
+4,725
| +17% | +$344K | 0.05% | 259 |
|
|
2020
Q4 | $1.69M | Sell |
27,537
-36,767
| -57% | -$2.26M | 0.04% | 297 |
|
|
2020
Q3 | $2.77M | Buy |
64,304
+45,187
| +236% | +$1.95M | 0.04% | 301 |
|
|
2020
Q2 | $981K | Buy |
19,117
+3,598
| +23% | +$185K | 0.03% | 349 |
|
|
2020
Q1 | $650K | Sell |
15,519
-2,013
| -11% | -$84.3K | 0.02% | 380 |
|
|
2019
Q4 | $1.4M | Buy |
17,532
+9,230
| +111% | +$739K | 0.03% | 274 |
|
|
2019
Q3 | $570K | Buy |
8,302
+867
| +12% | +$59.5K | 0.02% | 303 |
|
|
2019
Q2 | $521K | Sell |
7,435
-521
| -7% | -$36.5K | 0.02% | 288 |
|
|
2019
Q1 | $495K | Buy |
7,956
+1,663
| +26% | +$103K | 0.03% | 276 |
|
|
2018
Q4 | $324K | Buy |
+6,293
| New | +$324K | 0.05% | 287 |
|