CVA Family Office’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624K | Buy |
7,332
+7
| +0.1% | +$596 | 0.09% | 139 |
|
|
2025
Q1 | $520K | Sell |
7,325
-67
| -0.9% | -$4.76K | 0.08% | 159 |
|
|
2024
Q4 | $520K | Buy |
7,392
+368
| +5% | +$25.9K | 0.08% | 155 |
|
|
2024
Q3 | $440K | Buy |
7,024
+57
| +0.8% | +$3.57K | 0.07% | 164 |
|
|
2024
Q2 | $442K | Buy |
6,967
+17
| +0.2% | +$1.08K | 0.08% | 150 |
|
|
2024
Q1 | $440K | Sell |
6,950
-325
| -4% | -$20.6K | 0.08% | 158 |
|
|
2023
Q4 | $374K | Buy |
7,275
+1,830
| +34% | +$94.1K | 0.07% | 163 |
|
|
2023
Q3 | $224K | Sell |
5,445
-3,261
| -37% | -$134K | 0.05% | 203 |
|
|
2023
Q2 | $401K | Buy |
8,706
+928
| +12% | +$42.7K | 0.08% | 138 |
|
|
2023
Q1 | $365K | Buy |
7,778
+1,339
| +21% | +$62.8K | 0.08% | 145 |
|
|
2022
Q4 | $291K | Sell |
6,439
-1,580
| -20% | -$71.5K | 0.07% | 159 |
|
|
2022
Q3 | $334K | Buy |
8,019
+5,515
| +220% | +$230K | 0.09% | 130 |
|
|
2022
Q2 | $115K | Buy |
2,504
+670
| +37% | +$30.8K | 0.03% | 225 |
|
|
2022
Q1 | $98K | Buy |
1,834
+1,380
| +304% | +$73.7K | 0.02% | 263 |
|
|
2021
Q4 | $27K | Sell |
454
-453
| -50% | -$26.9K | 0.01% | 473 |
|
|
2021
Q3 | $39K | Sell |
907
-2,019
| -69% | -$86.8K | 0.03% | 208 |
|
|
2021
Q2 | $207K | Buy |
2,926
+1,050
| +56% | +$74.3K | 0.06% | 157 |
|
|
2021
Q1 | $136K | Buy |
1,876
+1,504
| +404% | +$109K | 0.05% | 148 |
|
|
2020
Q4 | $23K | Sell |
372
-535
| -59% | -$33.1K | 0.01% | 259 |
|
|
2020
Q3 | $39K | Hold |
907
| – | – | 0.03% | 208 |
|
|
2020
Q2 | $46K | Buy |
907
+17
| +2% | +$862 | 0.04% | 168 |
|
|
2020
Q1 | $37K | Buy |
+890
| New | +$37K | 0.04% | 163 |
|