CIA
Concurrent Investment Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.86M | Buy |
45,353
+5,696
| +14% | +$485K | 0.07% | 273 |
|
|
2025
Q1 | $2.82M | Buy |
39,657
+22,182
| +127% | +$1.57M | 0.07% | 295 |
|
|
2024
Q4 | $1.23M | Buy |
17,475
+2,149
| +14% | +$151K | 0.03% | 435 |
|
|
2024
Q3 | $959K | Buy |
15,326
+2,043
| +15% | +$128K | 0.03% | 471 |
|
|
2024
Q2 | $843K | Buy |
13,283
+2,700
| +26% | +$171K | 0.03% | 465 |
|
|
2024
Q1 | $669K | Buy |
10,583
+271
| +3% | +$17.1K | 0.03% | 470 |
|
|
2023
Q4 | $530K | Buy |
+10,312
| New | +$530K | 0.03% | 481 |
|