Everett Harris & Co’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Buy |
29,184
+285
| +1% | +$24.3K | 0.03% | 100 |
|
|
2025
Q1 | $2.05M | Buy |
28,899
+618
| +2% | +$43.9K | 0.03% | 104 |
|
|
2024
Q4 | $1.99M | Buy |
28,281
+5,150
| +22% | +$363K | 0.03% | 100 |
|
|
2024
Q3 | $1.45M | Buy |
23,131
+3,523
| +18% | +$221K | 0.02% | 116 |
|
|
2024
Q2 | $1.24M | Buy |
19,608
+2,535
| +15% | +$161K | 0.02% | 122 |
|
|
2024
Q1 | $1.08M | Buy |
17,073
+7,632
| +81% | +$483K | 0.01% | 130 |
|
|
2023
Q4 | $486K | Buy |
+9,441
| New | +$486K | 0.01% | 176 |
|
|
2023
Q3 | – | Sell |
-4,711
| Closed | -$217K | – | 252 |
|
|
2023
Q2 | $217K | Buy |
+4,711
| New | +$217K | ﹤0.01% | 238 |
|
|
2016
Q1 | – | Sell |
-4,103
| Closed | -$212K | – | 244 |
|
|
2015
Q4 | $212K | Buy |
+4,103
| New | +$212K | 0.01% | 217 |
|