Colonial Trust 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 | $8.28K | Buy |
97
+14
| +17% | +$1.2K | ﹤0.01% | 532 |
|
|
2025
Q1 | $5.89K | Hold |
83
| – | – | ﹤0.01% | 552 |
|
|
2024
Q4 | $5.84K | Buy |
83
+40
| +93% | +$2.82K | ﹤0.01% | 545 |
|
|
2024
Q3 | $2.69K | Sell |
43
-10
| -19% | -$626 | ﹤0.01% | 669 |
|
|
2024
Q2 | $3.36K | Sell |
53
-1,049
| -95% | -$66.6K | ﹤0.01% | 644 |
|
|
2024
Q1 | $69.7K | Buy |
1,102
+1,038
| +1,622% | +$65.6K | 0.01% | 285 |
|
|
2023
Q4 | $3.29K | Sell |
64
-1
| -2% | -$51 | ﹤0.01% | 651 |
|
|
2023
Q3 | $2.67K | Sell |
65
-300
| -82% | -$12.3K | ﹤0.01% | 683 |
|
|
2023
Q2 | $16.8K | Sell |
365
-411
| -53% | -$18.9K | ﹤0.01% | 459 |
|
|
2023
Q1 | $36.4K | Sell |
776
-25
| -3% | -$1.17K | ﹤0.01% | 368 |
|
|
2022
Q4 | $36.2K | Buy |
+801
| New | +$36.2K | ﹤0.01% | 365 |
|
|
2015
Q1 | – | Sell |
-3,750
| Closed | -$203K | – | 135 |
|
|
2014
Q4 | $203K | Sell |
3,750
-1,050
| -22% | -$56.8K | 0.08% | 127 |
|
|
2014
Q3 | $249K | Sell |
4,800
-850
| -15% | -$44.1K | 0.08% | 125 |
|
|
2014
Q2 | $266K | Sell |
5,650
-11,108
| -66% | -$523K | 0.08% | 122 |
|
|
2014
Q1 | $798K | Sell |
16,758
-19,758
| -54% | -$941K | 0.25% | 81 |
|
|
2013
Q4 | $1.9M | Buy |
36,516
+2,260
| +7% | +$118K | 0.6% | 60 |
|
|
2013
Q3 | $1.66M | Buy |
34,256
+19,231
| +128% | +$933K | 0.56% | 62 |
|
|
2013
Q2 | $721K | Buy |
+15,025
| New | +$721K | 0.26% | 78 |
|