Carson 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 | $1.37M | Sell |
16,100
-300
| -2% | -$25.5K | 0.87% | 28 |
|
|
2025
Q1 | $1.16M | Sell |
16,400
-235
| -1% | -$16.7K | 0.78% | 33 |
|
|
2024
Q4 | $1.17M | Sell |
16,635
-653
| -4% | -$46K | 0.81% | 31 |
|
|
2024
Q3 | $1.08M | Sell |
17,288
-425
| -2% | -$26.6K | 0.68% | 36 |
|
|
2024
Q2 | $1.12M | Sell |
17,713
-100
| -0.6% | -$6.35K | 0.79% | 32 |
|
|
2024
Q1 | $1.13M | Sell |
17,813
-500
| -3% | -$31.6K | 0.79% | 33 |
|
|
2023
Q4 | $942K | Sell |
18,313
-820
| -4% | -$42.2K | 0.73% | 35 |
|
|
2023
Q3 | $787K | Sell |
19,133
-300
| -2% | -$12.3K | 0.69% | 41 |
|
|
2023
Q2 | $895K | Sell |
19,433
-350
| -2% | -$16.1K | 0.76% | 35 |
|
|
2023
Q1 | $928K | Sell |
19,783
-3,620
| -15% | -$170K | 0.82% | 35 |
|
|
2022
Q4 | $1.06M | Buy |
23,403
+3,571
| +18% | +$162K | 1.02% | 26 |
|
|
2022
Q3 | $826K | Buy |
19,832
+600
| +3% | +$25K | 0.92% | 32 |
|
|
2022
Q2 | $884K | Buy |
19,232
+700
| +4% | +$32.2K | 0.99% | 29 |
|
|
2022
Q1 | $990K | Hold |
18,532
| – | – | 0.98% | 27 |
|
|
2021
Q4 | $1.12M | Buy |
+18,532
| New | +$1.12M | 1.13% | 25 |
|