Cladis Investment Advisory’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Sell |
5,911
-100
| -2% | -$8.51K | 0.32% | 86 |
|
|
2025
Q1 | $427K | Hold |
6,011
| – | – | 0.31% | 86 |
|
|
2024
Q4 | $423K | Sell |
6,011
-500
| -8% | -$35.2K | 0.3% | 85 |
|
|
2024
Q3 | $408K | Hold |
6,511
| – | – | 0.28% | 90 |
|
|
2024
Q2 | $413K | Hold |
6,511
| – | – | 0.3% | 89 |
|
|
2024
Q1 | $412K | Hold |
6,511
| – | – | 0.3% | 88 |
|
|
2023
Q4 | $335K | Buy |
6,511
+121
| +2% | +$6.22K | 0.26% | 95 |
|
|
2023
Q3 | $263K | Buy |
6,390
+159
| +3% | +$6.54K | 0.23% | 100 |
|
|
2023
Q2 | $287K | Hold |
6,231
| – | – | 0.25% | 105 |
|
|
2023
Q1 | $292K | Buy |
6,231
+1,500
| +32% | +$70.3K | 0.26% | 103 |
|
|
2022
Q4 | $214K | Sell |
4,731
-1,725
| -27% | -$78K | 0.21% | 118 |
|
|
2022
Q3 | $269K | Sell |
6,456
-150
| -2% | -$6.25K | 0.29% | 101 |
|
|
2022
Q2 | $304K | Hold |
6,606
| – | – | 0.3% | 97 |
|
|
2022
Q1 | $353K | Hold |
6,606
| – | – | 0.29% | 101 |
|
|
2021
Q4 | $399K | Buy |
+6,606
| New | +$399K | 0.32% | 93 |
|