Ethos Financial 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 | $504K | Buy |
5,924
+341
| +6% | +$29K | 0.04% | 262 |
|
2025
Q1 | $393K | Buy |
5,583
+76
| +1% | +$5.35K | 0.04% | 278 |
|
2024
Q4 | $388K | Buy |
5,507
+197
| +4% | +$13.9K | 0.05% | 190 |
|
2024
Q3 | $332K | Buy |
5,310
+352
| +7% | +$22K | 0.05% | 181 |
|
2024
Q2 | $315K | Sell |
4,958
-32
| -0.6% | -$2.03K | 0.06% | 193 |
|
2024
Q1 | $316K | Sell |
4,990
-977
| -16% | -$61.9K | 0.06% | 198 |
|
2023
Q4 | $307K | Sell |
5,967
-21
| -0.4% | -$1.08K | 0.07% | 197 |
|
2023
Q3 | $246K | Buy |
5,988
+1,094
| +22% | +$45K | 0.06% | 148 |
|
2023
Q2 | $229K | Hold |
4,894
| – | – | 0.08% | 125 |
|
2023
Q1 | $229K | Hold |
4,894
| – | – | 0.07% | 152 |
|
2022
Q4 | $221K | Buy |
+4,894
| New | +$221K | 0.08% | 130 |
|