Capital Investment 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 | $559K | Buy |
6,567
+475
| +8% | +$40.4K | 0.05% | 322 |
|
2025
Q1 | $432K | Buy |
6,092
+366
| +6% | +$26K | 0.04% | 355 |
|
2024
Q4 | $403K | Sell |
5,726
-67
| -1% | -$4.72K | 0.04% | 328 |
|
2024
Q3 | $363K | Sell |
5,793
-479
| -8% | -$30K | 0.03% | 369 |
|
2024
Q2 | $398K | Buy |
6,272
+577
| +10% | +$36.6K | 0.04% | 333 |
|
2024
Q1 | $360K | Sell |
5,695
-116
| -2% | -$7.34K | 0.04% | 363 |
|
2023
Q4 | $299K | Buy |
5,811
+341
| +6% | +$17.5K | 0.03% | 392 |
|
2023
Q3 | $225K | Buy |
5,470
+523
| +11% | +$21.5K | 0.02% | 430 |
|
2023
Q2 | $228K | Sell |
4,947
-861
| -15% | -$39.6K | 0.02% | 428 |
|
2023
Q1 | $272K | Sell |
5,808
-1,396
| -19% | -$65.5K | 0.03% | 383 |
|
2022
Q4 | $326K | Buy |
7,204
+338
| +5% | +$15.3K | 0.04% | 351 |
|
2022
Q3 | $286K | Buy |
6,866
+1,397
| +26% | +$58.2K | 0.04% | 356 |
|
2022
Q2 | $252K | Buy |
5,469
+628
| +13% | +$28.9K | 0.03% | 396 |
|
2022
Q1 | $258K | Buy |
4,841
+781
| +19% | +$41.6K | 0.03% | 416 |
|
2021
Q4 | $245K | Buy |
+4,060
| New | +$245K | 0.03% | 423 |
|
2019
Q4 | – | Sell |
-1,039
| Closed | -$72K | – | 649 |
|
2019
Q3 | $72K | Sell |
1,039
-188
| -15% | -$13K | 0.02% | 469 |
|
2019
Q2 | $87K | Buy |
1,227
+8
| +0.7% | +$567 | 0.03% | 417 |
|
2019
Q1 | $76K | Buy |
1,219
+50
| +4% | +$3.12K | 0.03% | 403 |
|
2018
Q4 | $61K | Buy |
+1,169
| New | +$61K | 0.03% | 414 |
|