Claro 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 | $397K | Sell |
4,670
-3,713
| -44% | -$316K | 0.07% | 241 |
|
|
2025
Q1 | $595K | Sell |
8,383
-175
| -2% | -$12.4K | 0.08% | 228 |
|
|
2024
Q4 | $602K | Sell |
8,558
-4,001
| -32% | -$282K | 0.08% | 222 |
|
|
2024
Q3 | $786K | Buy |
12,559
+1,965
| +19% | +$123K | 0.1% | 196 |
|
|
2024
Q2 | $672K | Buy |
10,594
+1,029
| +11% | +$65.3K | 0.11% | 196 |
|
|
2024
Q1 | $605K | Sell |
9,565
-138
| -1% | -$8.73K | 0.11% | 205 |
|
|
2023
Q4 | $499K | Buy |
9,703
+929
| +11% | +$47.8K | 0.11% | 214 |
|
|
2023
Q3 | $361K | Buy |
8,774
+1,287
| +17% | +$52.9K | 0.09% | 241 |
|
|
2023
Q2 | $345K | Buy |
7,487
+172
| +2% | +$7.92K | 0.09% | 244 |
|
|
2023
Q1 | $343K | Buy |
7,315
+2,359
| +48% | +$111K | 0.1% | 231 |
|
|
2022
Q4 | $224K | Buy |
+4,956
| New | +$224K | 0.07% | 257 |
|
|
2021
Q4 | – | Sell |
-2,914
| Closed | -$204K | – | 283 |
|
|
2021
Q3 | $204K | Buy |
+2,914
| New | +$204K | 0.09% | 237 |
|
|
2020
Q1 | – | Sell |
-2,636
| Closed | -$211K | – | 159 |
|
|
2019
Q4 | $211K | Buy |
+2,636
| New | +$211K | 0.16% | 157 |
|
|
2019
Q1 | – | Sell |
-2,889
| Closed | -$207K | – | 258 |
|
|
2018
Q4 | $207K | Buy |
+2,889
| New | +$207K | 0.17% | 130 |
|