Childress Capital 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 | $627K | Buy |
7,366
+489
| +7% | +$41.6K | 0.16% | 102 |
|
2025
Q1 | $488K | Buy |
6,877
+1,873
| +37% | +$133K | 0.14% | 106 |
|
2024
Q4 | $352K | Buy |
5,004
+218
| +5% | +$15.3K | 0.1% | 139 |
|
2024
Q3 | $300K | Buy |
4,786
+213
| +5% | +$13.3K | 0.08% | 167 |
|
2024
Q2 | $290K | Buy |
4,573
+110
| +2% | +$6.98K | 0.08% | 156 |
|
2024
Q1 | $282K | Sell |
4,463
-7
| -0.2% | -$443 | 0.08% | 156 |
|
2023
Q4 | $230K | Buy |
+4,470
| New | +$230K | 0.07% | 179 |
|
2022
Q4 | – | Sell |
-6,682
| Closed | -$278K | – | 184 |
|
2022
Q3 | $278K | Buy |
6,682
+2,221
| +50% | +$92.4K | 0.11% | 129 |
|
2022
Q2 | $205K | Sell |
4,461
-1,638
| -27% | -$75.3K | 0.08% | 159 |
|
2022
Q1 | $326K | Buy |
6,099
+1,363
| +29% | +$72.9K | 0.11% | 131 |
|
2021
Q4 | $286K | Sell |
4,736
-1,826
| -28% | -$110K | 0.12% | 135 |
|
2021
Q3 | $460K | Buy |
6,562
+1,088
| +20% | +$76.3K | 0.19% | 99 |
|
2021
Q2 | $387K | Sell |
5,474
-743
| -12% | -$52.5K | 0.18% | 99 |
|
2021
Q1 | $452K | Buy |
6,217
+2,845
| +84% | +$207K | 0.21% | 94 |
|
2020
Q4 | $217K | Buy |
+3,372
| New | +$217K | 0.13% | 88 |
|