CastleKeep Investment Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1M | Sell |
36,401
-2,165
| -6% | -$184K | 1.52% | 15 |
|
|
2025
Q1 | $2.74M | Buy |
38,566
+15,020
| +64% | +$1.07M | 1.41% | 16 |
|
|
2024
Q4 | $1.66M | Buy |
23,546
+522
| +2% | +$36.7K | 1.16% | 26 |
|
|
2024
Q3 | $1.44M | Buy |
23,024
+7,915
| +52% | +$495K | 0.98% | 17 |
|
|
2024
Q2 | $959K | Sell |
15,109
-1,444
| -9% | -$91.6K | 0.74% | 44 |
|
|
2024
Q1 | $1.05M | Buy |
16,553
+988
| +6% | +$62.5K | 0.75% | 42 |
|
|
2023
Q4 | $801K | Buy |
+15,565
| New | +$801K | 0.57% | 84 |
|