Creative Planning’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $41.9M | Sell |
369,286
-32,035
| -8% | -$3.65M | 0.03% | 248 |
|
|
2025
Q4 | $46.8M | Buy |
401,321
+18,556
| +5% | +$1.93M | 0.03% | 211 |
|
|
2025
Q3 | $38.9M | Sell |
382,765
-30,141
| -7% | -$2.86M | 0.03% | 235 |
|
|
2025
Q2 | $35.1M | Sell |
412,906
-17,203
| -4% | -$1.24M | 0.03% | 228 |
|
|
2025
Q1 | $30.5M | Buy |
430,109
+20,893
| +5% | +$1.59M | 0.03% | 237 |
|
|
2024
Q4 | $28.8M | Buy |
409,216
+27,854
| +7% | +$1.88M | 0.03% | 229 |
|
|
2024
Q3 | $23.9M | Buy |
381,362
+2,372
| +0.6% | +$147K | 0.02% | 248 |
|
|
2024
Q2 | $24.1M | Buy |
378,990
+10,518
| +3% | +$648K | 0.03% | 235 |
|
|
2024
Q1 | $23.3M | Buy |
368,472
+31,374
| +9% | +$1.75M | 0.03% | 231 |
|
|
2023
Q4 | $17.3M | Buy |
337,098
+25,085
| +8% | +$1.11M | 0.03% | 270 |
|
|
2023
Q3 | $12.8M | Buy |
312,013
+10,814
| +4% | +$475K | 0.02% | 312 |
|
|
2023
Q2 | $13.9M | Buy |
301,199
+25,905
| +9% | +$1.21M | 0.02% | 284 |
|
|
2023
Q1 | $12.9M | Buy |
275,294
+29,548
| +12% | +$1.45M | 0.02% | 290 |
|
|
2022
Q4 | $11.1M | Buy |
245,746
+13,547
| +6% | +$615K | 0.02% | 320 |
|
|
2022
Q3 | $9.68M | Buy |
232,199
+26,534
| +13% | +$1.31M | 0.02% | 313 |
|
|
2022
Q2 | $9.46M | Buy |
205,665
+21,320
| +12% | +$1.07M | 0.02% | 330 |
|
|
2022
Q1 | $9.84M | Buy |
184,345
+21,206
| +13% | +$1.31M | 0.02% | 320 |
|
|
2021
Q4 | $9.85M | Sell |
163,139
-14,422
| -8% | -$959K | 0.02% | 285 |
|
|
2021
Q3 | $12.5M | Buy |
177,561
+18,550
| +12% | +$1.3M | 0.02% | 236 |
|
|
2021
Q2 | $11.3M | Sell |
159,011
-33,929
| -18% | -$2.51M | 0.02% | 248 |
|
|
2021
Q1 | $14M | Sell |
192,940
-13,524
| -7% | -$903K | 0.03% | 221 |
|
|
2020
Q4 | $12.7M | Buy |
206,464
+29,036
| +16% | +$1.48M | 0.03% | 220 |
|
|
2020
Q3 | $7.65M | Buy |
177,428
+26,875
| +18% | +$1.34M | 0.02% | 253 |
|
|
2020
Q2 | $7.69M | Sell |
150,553
-31,738
| -17% | -$1.51M | 0.02% | 225 |
|
|
2020
Q1 | $7.68M | Sell |
182,291
-6,665
| -4% | -$447K | 0.03% | 197 |
|
|
2019
Q4 | $15.1M | Sell |
188,956
-8,789
| -4% | -$649K | 0.05% | 144 |
|
|
2019
Q3 | $13.7M | Buy |
197,745
+2,946
| +2% | +$200K | 0.04% | 148 |
|
|
2019
Q2 | $13.6M | Sell |
194,799
-15,333
| -7% | -$1.03M | 0.05% | 141 |
|
|
2019
Q1 | $13.1M | Sell |
210,132
-5,122
| -2% | -$318K | 0.05% | 134 |
|
|
2018
Q4 | $11.2M | Buy |
215,254
+6,940
| +3% | +$439K | 0.05% | 135 |
|
|
2018
Q3 | $14.9M | Buy |
208,314
+6,060
| +3% | +$428K | 0.06% | 128 |
|
|
2018
Q2 | $13.5M | Sell |
202,254
-17,361
| -8% | -$1.2M | 0.05% | 129 |
|
|
2018
Q1 | $14.8M | Buy |
219,615
+23,870
| +12% | +$1.79M | 0.06% | 114 |
|
|
2017
Q4 | $14.6M | Buy |
195,745
+6,966
| +4% | +$515K | 0.06% | 115 |
|
|
2017
Q3 | $13.7M | Sell |
188,779
-56,396
| -23% | -$3.85M | 0.06% | 118 |
|
|
2017
Q2 | $16.4M | Buy |
245,175
+36,289
| +17% | +$2.23M | 0.08% | 97 |
|
|
2017
Q1 | $12.5M | Buy |
208,886
+21,436
| +11% | +$1.27M | 0.07% | 107 |
|
|
2016
Q4 | $11.1M | Buy |
187,450
+41,186
| +28% | +$2.22M | 0.07% | 115 |
|
|
2016
Q3 | $6.91M | Buy |
146,264
+44,936
| +44% | +$2.04M | 0.04% | 162 |
|
|
2016
Q2 | $4.29M | Buy |
101,328
+13,519
| +15% | +$598K | 0.03% | 188 |
|
|
2016
Q1 | $3.67M | Buy |
87,809
+2,491
| +3% | +$104K | 0.03% | 196 |
|
|
2015
Q4 | $4.42M | Buy |
85,318
+5,288
| +7% | +$281K | 0.04% | 177 |
|
|
2015
Q3 | $3.97M | Buy |
80,030
+4,148
| +5% | +$227K | 0.04% | 182 |
|
|
2015
Q2 | $4.19M | Buy |
75,882
+13,859
| +22% | +$754K | 0.04% | 170 |
|
|
2015
Q1 | $3.19M | Sell |
62,023
-10,823
| -15% | -$551K | 0.03% | 200 |
|
|
2014
Q4 | $3.94M | Sell |
72,846
-6,531
| -8% | -$347K | 0.04% | 163 |
|
|
2014
Q3 | $4.11M | Sell |
79,377
-18,041
| -19% | -$907K | 0.05% | 148 |
|
|
2014
Q2 | $4.59M | Buy |
97,418
+25,020
| +35% | +$1.19M | 0.06% | 128 |
|
|
2014
Q1 | $3.45M | Buy |
72,398
+20
| +0% | +$996 | 0.05% | 133 |
|
|
2013
Q4 | $3.77M | Buy |
72,378
+2,588
| +4% | +$131K | 0.06% | 115 |
|
|
2013
Q3 | $3.38M | Buy |
69,790
+7,029
| +11% | +$355K | 0.07% | 102 |
|
|
2013
Q2 | $3.01M | Buy |
+62,761
| New | +$3.02M | 0.07% | 99 |
|
Other funds holding C
VCM
VPM
