Citigroup
TOI icon

Citigroup’s The Oncology Institute TOI Stock Holding History

Citigroup’s Portfolio TOI Stock Details TOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.8K Buy
4,182
+2,431
+139% +$7.45K ﹤0.01% 4951
2025
Q4 		$6.23K Sell
1,751
-799
-31% -$2.96K ﹤0.01% 5183
2025
Q3 		$8.9K Sell
2,550
-18,410
-88% -$63.1K ﹤0.01% 5060
2025
Q2 		$43K Buy
20,960
+20,957
+698,567% +$52.4K ﹤0.01% 4847
2025
Q1 		$3 Sell
3
-631
-100% -$489 ﹤0.01% 5513
2024
Q4 		$196 Buy
634
+609
+2,436% +$158 ﹤0.01% 5666
2024
Q3 		$8 Sell
25
-15
-38% -$6 ﹤0.01% 5628
2024
Q2 		$18 Sell
40
-12,814
-100% -$10.9K ﹤0.01% 5497
2024
Q1 		$20.3K Buy
12,854
+12,356
+2,481% +$23.5K ﹤0.01% 5027
2023
Q4 		$1.02K Hold
498
– – ﹤0.01% 5465
2023
Q3 		$697 Hold
498
– – ﹤0.01% 5157
2023
Q2 		$274 Buy
+498
New +$263 ﹤0.01% 5415
2023
Q1 		– Sell
-235
Closed -$388 – 5872
2022
Q4 		$388 Sell
235
-294
-56% -$825 ﹤0.01% 5537
2022
Q3 		$2K Sell
529
-608
-53% -$3.58K ﹤0.01% 5537
2022
Q2 		$6K Buy
+1,137
New +$8.28K ﹤0.01% 5569

Other funds holding TOI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
JAIC
Josh Arnold Investment Consultant Edina, Minnesota $117M AUM 26.5% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $607M AUM 57.92% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return