Carmel Capital Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Buy |
174,225
+450
| +0.3% | +$38.3K | 5% | 5 |
|
|
2025
Q1 | $12.3M | Buy |
173,775
+20,250
| +13% | +$1.44M | 5.01% | 6 |
|
|
2024
Q4 | $10.8M | Buy |
153,525
+12,850
| +9% | +$905K | 4.08% | 9 |
|
|
2024
Q3 | $8.81M | Sell |
140,675
-1,700
| -1% | -$106K | 3.3% | 14 |
|
|
2024
Q2 | $9.04M | Buy |
142,375
+14,400
| +11% | +$914K | 3.52% | 12 |
|
|
2024
Q1 | $8.09M | Buy |
127,975
+300
| +0.2% | +$19K | 3.33% | 15 |
|
|
2023
Q4 | $6.57M | Buy |
127,675
+21,850
| +21% | +$1.12M | 3.15% | 16 |
|
|
2023
Q3 | $4.35M | Sell |
105,825
-16,225
| -13% | -$667K | 2.47% | 19 |
|
|
2023
Q2 | $5.62M | Buy |
122,050
+1,475
| +1% | +$67.9K | 2.92% | 18 |
|
|
2023
Q1 | $5.65M | Buy |
120,575
+1,950
| +2% | +$91.4K | 3.23% | 15 |
|
|
2022
Q4 | $5.37M | Buy |
118,625
+1,020
| +0.9% | +$46.1K | 3.31% | 16 |
|
|
2022
Q3 | $4.9M | Buy |
117,605
+4,675
| +4% | +$195K | 3.2% | 18 |
|
|
2022
Q2 | $5.19M | Buy |
112,930
+3,070
| +3% | +$141K | 3.22% | 17 |
|
|
2022
Q1 | $5.87M | Buy |
109,860
+1,050
| +1% | +$56.1K | 3.05% | 16 |
|
|
2021
Q4 | $6.57M | Buy |
+108,810
| New | +$6.57M | 3.23% | 13 |
|