Clearstead 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 | $4.02M | Buy |
47,285
+490
| +1% | +$41.7K | 0.06% | 216 |
|
|
2025
Q1 | $3.32M | Buy |
46,795
+2,326
| +5% | +$165K | 0.05% | 226 |
|
|
2024
Q4 | $3.13M | Buy |
44,469
+1,064
| +2% | +$74.9K | 0.05% | 232 |
|
|
2024
Q3 | $2.72M | Buy |
43,405
+2,204
| +5% | +$138K | 0.04% | 256 |
|
|
2024
Q2 | $2.61M | Buy |
41,201
+13,672
| +50% | +$868K | 0.04% | 245 |
|
|
2024
Q1 | $1.75M | Buy |
27,529
+1,682
| +7% | +$107K | 0.09% | 166 |
|
|
2023
Q4 | $1.33M | Buy |
25,847
+8,858
| +52% | +$456K | 0.07% | 191 |
|
|
2023
Q3 | $699K | Buy |
16,989
+7,646
| +82% | +$314K | 0.02% | 356 |
|
|
2023
Q2 | $430K | Buy |
9,343
+985
| +12% | +$45.4K | 0.03% | 308 |
|
|
2023
Q1 | $392K | Buy |
8,358
+375
| +5% | +$17.6K | 0.03% | 298 |
|
|
2022
Q4 | $361K | Sell |
7,983
-41
| -0.5% | -$1.85K | 0.03% | 298 |
|
|
2022
Q3 | $334K | Buy |
8,024
+916
| +13% | +$38.1K | 0.03% | 288 |
|
|
2022
Q2 | $327K | Sell |
7,108
-1,206
| -15% | -$55.5K | 0.03% | 299 |
|
|
2022
Q1 | $444K | Sell |
8,314
-1,110
| -12% | -$59.3K | 0.03% | 279 |
|
|
2021
Q4 | $569K | Sell |
9,424
-1,013
| -10% | -$61.2K | 0.04% | 243 |
|
|
2021
Q3 | $732K | Buy |
10,437
+1,568
| +18% | +$110K | 0.05% | 202 |
|
|
2021
Q2 | $627K | Sell |
8,869
-66
| -0.7% | -$4.67K | 0.05% | 202 |
|
|
2021
Q1 | $650K | Sell |
8,935
-425
| -5% | -$30.9K | 0.05% | 195 |
|
|
2020
Q4 | $577K | Sell |
9,360
-777
| -8% | -$47.9K | 0.05% | 196 |
|
|
2020
Q3 | $437K | Buy |
10,137
+1,052
| +12% | +$45.4K | 0.05% | 194 |
|
|
2020
Q2 | $464K | Buy |
9,085
+627
| +7% | +$32K | 0.05% | 182 |
|
|
2020
Q1 | $356K | Buy |
8,458
+670
| +9% | +$28.2K | 0.05% | 183 |
|
|
2019
Q4 | $622K | Sell |
7,788
-532
| -6% | -$42.5K | 0.08% | 157 |
|
|
2019
Q3 | $575K | Sell |
8,320
-427
| -5% | -$29.5K | 0.08% | 157 |
|
|
2019
Q2 | $613K | Buy |
8,747
+2,661
| +44% | +$186K | 0.08% | 152 |
|
|
2019
Q1 | $379K | Buy |
6,086
+399
| +7% | +$24.8K | 0.05% | 192 |
|
|
2018
Q4 | $296K | Buy |
5,687
+459
| +9% | +$23.9K | 0.05% | 204 |
|
|
2018
Q3 | $375K | Sell |
5,228
-574
| -10% | -$41.2K | 0.05% | 176 |
|
|
2018
Q2 | $388K | Buy |
5,802
+212
| +4% | +$14.2K | 0.06% | 165 |
|
|
2018
Q1 | $377K | Hold |
5,590
| – | – | 0.05% | 161 |
|
|
2017
Q4 | $416K | Sell |
5,590
-193
| -3% | -$14.4K | 0.06% | 153 |
|
|
2017
Q3 | $421K | Sell |
5,783
-2,497
| -30% | -$182K | 0.05% | 168 |
|
|
2017
Q2 | $554K | Buy |
8,280
+97
| +1% | +$6.49K | 0.08% | 144 |
|
|
2017
Q1 | $490K | Buy |
8,183
+1,575
| +24% | +$94.3K | 0.07% | 145 |
|
|
2016
Q4 | $393K | Buy |
+6,608
| New | +$393K | 0.06% | 144 |
|