Cape Investment Advisory’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Buy |
1,243
+120
| +11% | +$10.2K | 0.04% | 257 |
|
|
2025
Q1 | $79.8K | Buy |
1,123
+85
| +8% | +$6.04K | 0.03% | 279 |
|
|
2024
Q4 | $73K | Buy |
1,038
+88
| +9% | +$6.19K | 0.03% | 282 |
|
|
2024
Q3 | $59.5K | Buy |
950
+2
| +0.2% | +$125 | 0.02% | 300 |
|
|
2024
Q2 | $60.2K | Sell |
948
-330
| -26% | -$20.9K | 0.03% | 276 |
|
|
2024
Q1 | $80.8K | Sell |
1,278
-118
| -8% | -$7.46K | 0.04% | 245 |
|
|
2023
Q4 | $71.8K | Buy |
1,396
+354
| +34% | +$18.2K | 0.04% | 283 |
|
|
2023
Q3 | $42.8K | Sell |
1,042
-197
| -16% | -$8.1K | 0.02% | 316 |
|
|
2023
Q2 | $57K | Buy |
1,239
+203
| +20% | +$9.34K | 0.03% | 267 |
|
|
2023
Q1 | $48.6K | Buy |
+1,036
| New | +$48.6K | 0.03% | 270 |
|