Edgemoor 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
$12.2M Sell
143,617
-333
-0.2% -$28.3K 1.06% 26
2025
Q1
$10.2M Buy
143,950
+5,295
+4% +$376K 0.94% 32
2024
Q4
$9.76M Sell
138,655
-2,016
-1% -$142K 0.86% 28
2024
Q3
$8.81M Buy
140,671
+5,387
+4% +$337K 0.77% 36
2024
Q2
$8.59M Buy
135,284
+9,338
+7% +$593K 0.8% 34
2024
Q1
$7.96M Buy
125,946
+2,472
+2% +$156K 0.75% 34
2023
Q4
$6.35M Sell
123,474
-20,641
-14% -$1.06M 0.66% 38
2023
Q3
$5.93M Buy
144,115
+579
+0.4% +$23.8K 0.7% 37
2023
Q2
$6.61M Buy
143,536
+90,574
+171% +$4.17M 0.75% 37
2023
Q1
$2.48M Buy
52,962
+3,354
+7% +$157K 0.3% 62
2022
Q4
$2.24M Sell
49,608
-8,011
-14% -$362K 0.28% 66
2022
Q3
$2.4M Buy
57,619
+29,834
+107% +$1.24M 0.32% 64
2022
Q2
$1.28M Buy
27,785
+1,729
+7% +$79.5K 0.16% 82
2022
Q1
$1.39M Buy
+26,056
New +$1.39M 0.15% 78