Crestwood Advisors Group’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $918K | Sell |
10,780
-38
| -0.4% | -$3.24K | 0.02% | 288 |
|
|
2025
Q1 | $768K | Buy |
10,818
+1,345
| +14% | +$95.5K | 0.01% | 295 |
|
|
2024
Q4 | $667K | Sell |
9,473
-85
| -0.9% | -$5.98K | 0.01% | 272 |
|
|
2024
Q3 | $598K | Buy |
9,558
+221
| +2% | +$13.8K | 0.01% | 275 |
|
|
2024
Q2 | $593K | Buy |
9,337
+2,581
| +38% | +$164K | 0.01% | 263 |
|
|
2024
Q1 | $427K | Buy |
6,756
+875
| +15% | +$55.3K | 0.01% | 300 |
|
|
2023
Q4 | $303K | Sell |
5,881
-45
| -0.8% | -$2.32K | 0.01% | 327 |
|
|
2023
Q3 | $244K | Buy |
+5,926
| New | +$244K | 0.01% | 321 |
|
|
2020
Q1 | – | Sell |
-3,438
| Closed | -$275K | – | 232 |
|
|
2019
Q4 | $275K | Sell |
3,438
-120
| -3% | -$9.6K | 0.01% | 224 |
|
|
2019
Q3 | $246K | Buy |
3,558
+555
| +18% | +$38.4K | 0.01% | 221 |
|
|
2019
Q2 | $210K | Buy |
+3,003
| New | +$210K | 0.01% | 226 |
|
|
2018
Q4 | – | Sell |
-6,063
| Closed | -$435K | – | 167 |
|
|
2018
Q3 | $435K | Hold |
6,063
| – | – | 0.03% | 112 |
|
|
2018
Q2 | $419K | Buy |
6,063
+384
| +7% | +$26.5K | 0.03% | 112 |
|
|
2018
Q1 | $383K | Buy |
5,679
+529
| +10% | +$35.7K | 0.03% | 116 |
|
|
2017
Q4 | $383K | Buy |
5,150
+200
| +4% | +$14.9K | 0.03% | 126 |
|
|
2017
Q3 | $360K | Sell |
4,950
-300
| -6% | -$21.8K | 0.03% | 115 |
|
|
2017
Q2 | $354K | Hold |
5,250
| – | – | 0.03% | 110 |
|
|
2017
Q1 | $313K | Buy |
5,250
+194
| +4% | +$11.6K | 0.03% | 110 |
|
|
2016
Q4 | $300K | Buy |
+5,056
| New | +$300K | 0.03% | 121 |
|
|
2016
Q1 | – | Sell |
-4,028
| Closed | -$208K | – | 141 |
|
|
2015
Q4 | $208K | Buy |
+4,028
| New | +$208K | 0.03% | 139 |
|
|
2015
Q3 | – | Sell |
-4,465
| Closed | -$247K | – | 144 |
|
|
2015
Q2 | $247K | Buy |
+4,465
| New | +$247K | 0.03% | 133 |
|
|
2015
Q1 | – | Sell |
-4,250
| Closed | -$230K | – | 149 |
|
|
2014
Q4 | $230K | Buy |
4,250
+199
| +5% | +$10.8K | 0.03% | 129 |
|
|
2014
Q3 | $210K | Buy |
+4,051
| New | +$210K | 0.03% | 119 |
|
|
2013
Q4 | – | Sell |
-4,275
| Closed | -$207K | – | 123 |
|
|
2013
Q3 | $207K | Sell |
4,275
-205
| -5% | -$9.93K | 0.04% | 120 |
|
|
2013
Q2 | $215K | Buy |
+4,480
| New | +$215K | 0.04% | 118 |
|