Dana Investment 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 | $1.76M | Buy |
20,633
+65
| +0.3% | +$5.53K | 0.06% | 302 |
|
2025
Q1 | $1.46M | Hold |
20,568
| – | – | 0.05% | 322 |
|
2024
Q4 | $1.45M | Sell |
20,568
-500
| -2% | -$35.2K | 0.05% | 338 |
|
2024
Q3 | $1.32M | Buy |
21,068
+100
| +0.5% | +$6.26K | 0.04% | 352 |
|
2024
Q2 | $1.33M | Buy |
20,968
+312
| +2% | +$19.8K | 0.04% | 349 |
|
2024
Q1 | $1.31M | Hold |
20,656
| – | – | 0.04% | 346 |
|
2023
Q4 | $1.06M | Buy |
20,656
+638
| +3% | +$32.8K | 0.05% | 243 |
|
2023
Q3 | $823K | Sell |
20,018
-800
| -4% | -$32.9K | 0.04% | 256 |
|
2023
Q2 | $958K | Buy |
20,818
+50
| +0.2% | +$2.3K | 0.05% | 237 |
|
2023
Q1 | $974K | Buy |
20,768
+180
| +0.9% | +$8.44K | 0.05% | 236 |
|
2022
Q4 | $931K | Buy |
20,588
+1,100
| +6% | +$49.8K | 0.05% | 237 |
|
2022
Q3 | $812K | Buy |
19,488
+3,273
| +20% | +$136K | 0.05% | 242 |
|
2022
Q2 | $746K | Buy |
+16,215
| New | +$746K | 0.04% | 265 |
|
2021
Q3 | – | Sell |
-27,385
| Closed | -$1.94M | – | 321 |
|
2021
Q2 | $1.94M | Sell |
27,385
-1,107
| -4% | -$78.3K | 0.09% | 136 |
|
2021
Q1 | $2.07M | Sell |
28,492
-422
| -1% | -$30.7K | 0.1% | 138 |
|
2020
Q4 | $1.78M | Buy |
28,914
+2,131
| +8% | +$131K | 0.09% | 149 |
|
2020
Q3 | $1.16M | Buy |
26,783
+893
| +3% | +$38.5K | 0.06% | 187 |
|
2020
Q2 | $1.32M | Buy |
25,890
+4,349
| +20% | +$222K | 0.07% | 171 |
|
2020
Q1 | $907K | Buy |
21,541
+561
| +3% | +$23.6K | 0.06% | 180 |
|
2019
Q4 | $1.68M | Sell |
20,980
-292
| -1% | -$23.3K | 0.08% | 158 |
|
2019
Q3 | $1.47M | Buy |
21,272
+7
| +0% | +$483 | 0.07% | 167 |
|
2019
Q2 | $1.49M | Sell |
21,265
-3,616
| -15% | -$253K | 0.07% | 181 |
|
2019
Q1 | $1.55M | Sell |
24,881
-685
| -3% | -$42.6K | 0.07% | 191 |
|
2018
Q4 | $1.33M | Sell |
25,566
-2,859
| -10% | -$149K | 0.07% | 187 |
|
2018
Q3 | $2.04M | Sell |
28,425
-3,313
| -10% | -$238K | 0.08% | 179 |
|
2018
Q2 | $2.12M | Sell |
31,738
-183,835
| -85% | -$12.3M | 0.09% | 178 |
|
2018
Q1 | $14.6M | Buy |
215,573
+57,910
| +37% | +$3.91M | 0.66% | 52 |
|
2017
Q4 | $11.7M | Buy |
157,663
+79,391
| +101% | +$5.91M | 0.51% | 61 |
|
2017
Q3 | $5.69M | Buy |
78,272
+40,696
| +108% | +$2.96M | 0.26% | 88 |
|
2017
Q2 | $2.51M | Sell |
37,576
-8,462
| -18% | -$566K | 0.12% | 141 |
|
2017
Q1 | $2.75M | Sell |
46,038
-6,643
| -13% | -$397K | 0.13% | 128 |
|
2016
Q4 | $3.13M | Buy |
52,681
+18,389
| +54% | +$1.09M | 0.15% | 123 |
|
2016
Q3 | $1.62M | Sell |
34,292
-27,422
| -44% | -$1.3M | 0.08% | 186 |
|
2016
Q2 | $2.62M | Sell |
61,714
-3,639
| -6% | -$154K | 0.12% | 134 |
|
2016
Q1 | $2.73M | Buy |
65,353
+42,860
| +191% | +$1.79M | 0.12% | 124 |
|
2015
Q4 | $22.5K | Sell |
22,493
-459,675
| -95% | -$460K | 1.09% | 39 |
|
2015
Q3 | $23.9M | Buy |
482,168
+422,755
| +712% | +$21M | 1.13% | 40 |
|
2015
Q2 | $3.28M | Buy |
59,413
+7,270
| +14% | +$402K | 0.15% | 112 |
|
2015
Q1 | $2.69M | Sell |
52,143
-5,721
| -10% | -$295K | 0.13% | 120 |
|
2014
Q4 | $3.13M | Buy |
57,864
+7,611
| +15% | +$412K | 0.13% | 114 |
|
2014
Q3 | $2.6M | Buy |
50,253
+220
| +0.4% | +$11.4K | 0.15% | 119 |
|
2014
Q2 | $2.36M | Buy |
50,033
+2,031
| +4% | +$95.7K | 0.14% | 120 |
|
2014
Q1 | $2.29M | Sell |
48,002
-8,106
| -14% | -$386K | 0.14% | 118 |
|
2013
Q4 | $2.92M | Sell |
56,108
-2,924
| -5% | -$152K | 0.19% | 102 |
|
2013
Q3 | $2.86M | Buy |
59,032
+8,648
| +17% | +$420K | 0.21% | 94 |
|
2013
Q2 | $2.42M | Buy |
+50,384
| New | +$2.42M | 0.18% | 105 |
|