Capital Advisors Inc’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $465K | Buy |
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|
2025
Q2 | $351K | Buy |
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|
2025
Q1 | $290K | Buy |
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|
2024
Q4 | $265K | Buy |
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|
2024
Q3 | $234K | Sell |
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|
2024
Q2 | $258K | Buy |
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|
2024
Q1 | $246K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $30.1M | Buy |
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|
2021
Q3 | $34.5M | Buy |
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|
2021
Q2 | $34.4M | Buy |
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|
2021
Q1 | $34.5M | Buy |
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|
2020
Q4 | $23.8M | Buy |
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|
2020
Q3 | $14.4M | Buy |
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|
2020
Q2 | $17M | Buy |
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|
2020
Q1 | $265K | Sell |
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|
2019
Q4 | $24.8M | Buy |
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|
2019
Q3 | $19.8M | Hold |
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|
2019
Q2 | $19.8M | Buy |
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|
2019
Q1 | $8.18M | Sell |
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|
2018
Q4 | $14.8M | Buy |
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|
2018
Q3 | $19.6M | Buy |
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|
2018
Q2 | $15.7M | Sell |
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|
2018
Q1 | $16.2M | Sell |
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|
2017
Q4 | $18.1M | Buy |
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|
2017
Q3 | $17.6M | Sell |
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|
2017
Q2 | $26.5M | Buy |
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|
2017
Q1 | $23.5M | Buy |
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|
2016
Q4 | $22.9M | Buy |
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|
2016
Q3 | $17.9M | Buy |
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|
2016
Q2 | $8.05M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $313K | Buy |
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|
2013
Q3 | $262K | Sell |
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|
2013
Q2 | $320K | Buy |
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