Certified Advisory Corp’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Buy |
6,334
+9
| +0.1% | +$766 | 0.06% | 193 |
|
|
2025
Q1 | $449K | Sell |
6,325
-364
| -5% | -$25.8K | 0.05% | 201 |
|
|
2024
Q4 | $471K | Sell |
6,689
-129
| -2% | -$9.08K | 0.05% | 198 |
|
|
2024
Q3 | $427K | Sell |
6,818
-290
| -4% | -$18.2K | 0.05% | 209 |
|
|
2024
Q2 | $451K | Buy |
7,108
+257
| +4% | +$16.3K | 0.06% | 192 |
|
|
2024
Q1 | $433K | Sell |
6,851
-2,275
| -25% | -$144K | 0.06% | 183 |
|
|
2023
Q4 | $469K | Sell |
9,126
-7,499
| -45% | -$386K | 0.07% | 176 |
|
|
2023
Q3 | $342K | Buy |
+16,625
| New | +$342K | 0.06% | 174 |
|
|
2023
Q2 | – | Sell |
-11,142
| Closed | -$522K | – | 263 |
|
|
2023
Q1 | $522K | Sell |
11,142
-603
| -5% | -$28.3K | 0.09% | 162 |
|
|
2022
Q4 | $531K | Sell |
11,745
-570
| -5% | -$25.8K | 0.11% | 157 |
|
|
2022
Q3 | $513K | Buy |
12,315
+191
| +2% | +$7.96K | 0.12% | 153 |
|
|
2022
Q2 | $558K | Sell |
12,124
-263
| -2% | -$12.1K | 0.12% | 145 |
|
|
2022
Q1 | $661K | Buy |
12,387
+938
| +8% | +$50.1K | 0.14% | 139 |
|
|
2021
Q4 | $691K | Buy |
11,449
+18
| +0.2% | +$1.09K | 0.15% | 135 |
|
|
2021
Q3 | $802K | Buy |
11,431
+194
| +2% | +$13.6K | 0.19% | 119 |
|
|
2021
Q2 | $795K | Buy |
11,237
+28
| +0.2% | +$1.98K | 0.2% | 112 |
|
|
2021
Q1 | $815K | Buy |
+11,209
| New | +$815K | 0.21% | 104 |
|
|
2020
Q2 | $754K | Sell |
14,763
-502
| -3% | -$25.6K | 0.25% | 97 |
|
|
2020
Q1 | $643K | Sell |
15,265
-404
| -3% | -$17K | 0.25% | 95 |
|
|
2019
Q4 | $1.25M | Sell |
15,669
-336
| -2% | -$26.8K | 0.4% | 61 |
|
|
2019
Q3 | $1.11M | Sell |
16,005
-569
| -3% | -$39.3K | 0.38% | 62 |
|
|
2019
Q2 | $1.16M | Sell |
16,574
-613
| -4% | -$42.9K | 0.43% | 56 |
|
|
2019
Q1 | $1.07M | Sell |
17,187
-856
| -5% | -$53.2K | 0.45% | 56 |
|
|
2018
Q4 | $939K | Sell |
18,043
-560
| -3% | -$29.1K | 0.49% | 54 |
|
|
2018
Q3 | $1.34M | Sell |
18,603
-48
| -0.3% | -$3.45K | 0.62% | 35 |
|
|
2018
Q2 | $1.25M | Sell |
18,651
-743
| -4% | -$49.7K | 0.69% | 34 |
|
|
2018
Q1 | $1.31M | Buy |
19,394
+661
| +4% | +$44.6K | 0.78% | 33 |
|
|
2017
Q4 | $1.39M | Buy |
+18,733
| New | +$1.39M | 1% | 19 |
|