Cohen Investment 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 | $723K | Sell |
8,499
-503
| -6% | -$42.8K | 0.38% | 47 |
|
|
2025
Q1 | $639K | Buy |
9,002
+310
| +4% | +$22K | 0.37% | 47 |
|
|
2024
Q4 | $612K | Buy |
8,692
+95
| +1% | +$6.69K | 0.37% | 47 |
|
|
2024
Q3 | $538K | Sell |
8,597
-32,384
| -79% | -$2.03M | 0.33% | 50 |
|
|
2024
Q2 | $1.69M | Sell |
40,981
-5,939
| -13% | -$244K | 1.36% | 36 |
|
|
2024
Q1 | $2.97M | Buy |
46,920
+4,434
| +10% | +$280K | 1.92% | 22 |
|
|
2023
Q4 | $2.19M | Buy |
42,486
+1,505
| +4% | +$77.4K | 1.61% | 32 |
|
|
2023
Q3 | $1.69M | Buy |
40,981
+4,210
| +11% | +$173K | 1.36% | 36 |
|
|
2023
Q2 | $1.69M | Sell |
36,771
-2,636
| -7% | -$121K | 1.36% | 36 |
|
|
2023
Q1 | $1.85M | Buy |
39,407
+380
| +1% | +$17.8K | 1.46% | 35 |
|
|
2022
Q4 | $1.77M | Buy |
39,027
+1,246
| +3% | +$56.4K | 1.47% | 32 |
|
|
2022
Q3 | $1.58M | Buy |
37,781
+7,840
| +26% | +$327K | 1.45% | 34 |
|
|
2022
Q2 | $1.38M | Buy |
29,941
+755
| +3% | +$34.7K | 1.18% | 39 |
|
|
2022
Q1 | $1.56M | Buy |
29,186
+224
| +0.8% | +$12K | 1.16% | 40 |
|
|
2021
Q4 | $1.75M | Sell |
28,962
-396
| -1% | -$23.9K | 1.25% | 40 |
|
|
2021
Q3 | $2.06M | Sell |
29,358
-1,590
| -5% | -$112K | 1.58% | 34 |
|
|
2021
Q2 | $2.19M | Sell |
30,948
-240
| -0.8% | -$17K | 1.7% | 28 |
|
|
2021
Q1 | $2.3M | Buy |
31,188
+996
| +3% | +$73.3K | 1.87% | 26 |
|
|
2020
Q4 | $1.86M | Buy |
+30,192
| New | +$1.86M | 1.68% | 28 |
|