Chicago Partners Investment Group’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
22,140
+3,190
| +17% | +$306K | 0.06% | 246 |
|
|
2025
Q1 | $1.33M | Buy |
18,950
+2,259
| +14% | +$159K | 0.04% | 304 |
|
|
2024
Q4 | $1.22M | Buy |
16,691
+1,899
| +13% | +$139K | 0.04% | 310 |
|
|
2024
Q3 | $933K | Sell |
14,792
-1,973
| -12% | -$124K | 0.03% | 344 |
|
|
2024
Q2 | $1.1M | Buy |
16,765
+1,138
| +7% | +$75K | 0.04% | 302 |
|
|
2024
Q1 | $979K | Buy |
15,627
+3,043
| +24% | +$191K | 0.04% | 319 |
|
|
2023
Q4 | $670K | Sell |
12,584
-57
| -0.5% | -$3.04K | 0.03% | 359 |
|
|
2023
Q3 | $492K | Sell |
12,641
-628
| -5% | -$24.4K | 0.03% | 410 |
|
|
2023
Q2 | $614K | Buy |
13,269
+1,277
| +11% | +$59.1K | 0.03% | 371 |
|
|
2023
Q1 | $588K | Buy |
11,992
+585
| +5% | +$28.7K | 0.03% | 351 |
|
|
2022
Q4 | $583K | Buy |
11,407
+496
| +5% | +$25.4K | 0.04% | 337 |
|
|
2022
Q3 | $499K | Buy |
10,911
+588
| +6% | +$26.9K | 0.04% | 336 |
|
|
2022
Q2 | $536K | Hold |
10,323
| – | – | 0.04% | 322 |
|
|
2022
Q1 | $509K | Buy |
10,323
+2,563
| +33% | +$126K | 0.04% | 315 |
|
|
2021
Q4 | $516K | Buy |
7,760
+646
| +9% | +$43K | 0.04% | 324 |
|
|
2021
Q3 | $490K | Sell |
7,114
-7,720
| -52% | -$532K | 0.03% | 340 |
|
|
2021
Q2 | $1.01M | Buy |
14,834
+1,915
| +15% | +$130K | 0.07% | 210 |
|
|
2021
Q1 | $933K | Buy |
12,919
+1,988
| +18% | +$144K | 0.08% | 206 |
|
|
2020
Q4 | $670K | Buy |
10,931
+1
| +0% | +$61 | 0.06% | 229 |
|
|
2020
Q3 | $476K | Buy |
10,930
+3,837
| +54% | +$167K | 0.06% | 245 |
|
|
2020
Q2 | $364K | Buy |
7,093
+2,523
| +55% | +$129K | 0.05% | 258 |
|
|
2020
Q1 | $208K | Buy |
4,570
+946
| +26% | +$43.1K | 0.03% | 325 |
|
|
2019
Q4 | $294K | Buy |
3,624
+508
| +16% | +$41.2K | 0.04% | 289 |
|
|
2019
Q3 | $225K | Buy |
+3,116
| New | +$225K | 0.03% | 301 |
|
|
2018
Q4 | – | Sell |
-3,231
| Closed | -$208K | – | 415 |
|
|
2018
Q3 | $208K | Buy |
3,231
+702
| +28% | +$45.2K | 0.03% | 293 |
|
|
2018
Q2 | $169K | Buy |
2,529
+1,678
| +197% | +$112K | 0.03% | 304 |
|
|
2018
Q1 | $57K | Buy |
851
+695
| +446% | +$46.6K | 0.01% | 429 |
|
|
2017
Q4 | $12K | Buy |
156
+107
| +218% | +$8.23K | ﹤0.01% | 710 |
|
|
2017
Q3 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 884 |
|
|
2016
Q1 | – | Sell |
-125
| Closed | -$6K | – | 441 |
|
|
2015
Q4 | $6K | Buy |
+125
| New | +$6K | ﹤0.01% | 433 |
|
|
2015
Q1 | – | Sell |
-10
| Closed | -$1K | – | 492 |
|
|
2014
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 512 |
|