Bristlecone Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,895
| Closed | -$986K | – | 303 |
|
|
2025
Q1 | $986K | Sell |
13,895
-2,390
| -15% | -$170K | 0.08% | 151 |
|
|
2024
Q4 | $1.15M | Sell |
16,285
-1,067
| -6% | -$75.1K | 0.09% | 137 |
|
|
2024
Q3 | $1.09M | Hold |
17,352
| – | – | 0.09% | 136 |
|
|
2024
Q2 | $1.1M | Hold |
17,352
| – | – | 0.09% | 135 |
|
|
2024
Q1 | $1.1M | Sell |
17,352
-39
| -0.2% | -$2.47K | 0.1% | 133 |
|
|
2023
Q4 | $895K | Buy |
17,391
+41
| +0.2% | +$2.11K | 0.09% | 143 |
|
|
2023
Q3 | $714K | Hold |
17,350
| – | – | 0.08% | 145 |
|
|
2023
Q2 | $799K | Buy |
+17,350
| New | +$799K | 0.08% | 143 |
|
|
2020
Q1 | – | Sell |
-2,623
| Closed | -$210K | – | 159 |
|
|
2019
Q4 | $210K | Buy |
+2,623
| New | +$210K | 0.04% | 196 |
|
|
2019
Q3 | – | Sell |
-2,974
| Closed | -$208K | – | 146 |
|
|
2019
Q2 | $208K | Buy |
+2,974
| New | +$208K | 0.05% | 177 |
|
|
2017
Q4 | – | Sell |
-51
| Closed | -$4K | – | 164 |
|
|
2017
Q3 | $4K | Buy |
+51
| New | +$4K | ﹤0.01% | 275 |
|
|
2016
Q1 | – | Sell |
-5,817
| Closed | -$301K | – | 166 |
|
|
2015
Q4 | $301K | Buy |
+5,817
| New | +$301K | 0.13% | 140 |
|