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 |
|