Callan Capital’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $479K | Buy |
6,747
+502
| +8% | +$35.6K | 0.04% | 215 |
|
|
2024
Q4 | $440K | Buy |
6,245
+655
| +12% | +$46.1K | 0.03% | 200 |
|
|
2024
Q3 | $350K | Buy |
5,590
+349
| +7% | +$21.8K | 0.02% | 239 |
|
|
2024
Q2 | $333K | Buy |
5,241
+431
| +9% | +$27.4K | 0.03% | 219 |
|
|
2024
Q1 | $304K | Buy |
+4,810
| New | +$304K | 0.03% | 205 |
|
|
2023
Q2 | – | Sell |
-5,971
| Closed | -$280K | – | 185 |
|
|
2023
Q1 | $280K | Hold |
5,971
| – | – | 0.03% | 150 |
|
|
2022
Q4 | $270K | Buy |
+5,971
| New | +$270K | 0.03% | 153 |
|