Evergreen Capital Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Buy |
173,804
+50,883
| +41% | +$4.33M | 0.44% | 55 |
|
|
2025
Q1 | $8.73M | Sell |
122,921
-3,064
| -2% | -$218K | 0.29% | 95 |
|
|
2024
Q4 | $8.87M | Buy |
125,985
+111,550
| +773% | +$7.85M | 0.29% | 94 |
|
|
2024
Q3 | $904K | Sell |
14,435
-1,178
| -8% | -$73.7K | 0.03% | 340 |
|
|
2024
Q2 | $991K | Buy |
15,613
+1,281
| +9% | +$81.3K | 0.04% | 312 |
|
|
2024
Q1 | $906K | Buy |
14,332
+820
| +6% | +$51.9K | 0.03% | 304 |
|
|
2023
Q4 | $695K | Buy |
13,512
+4,500
| +50% | +$231K | 0.03% | 348 |
|
|
2023
Q3 | $371K | Sell |
9,012
-5,216
| -37% | -$215K | 0.02% | 482 |
|
|
2023
Q2 | $655K | Sell |
14,228
-2,921
| -17% | -$134K | 0.03% | 342 |
|
|
2023
Q1 | $804K | Buy |
17,149
+6,125
| +56% | +$287K | 0.04% | 300 |
|
|
2022
Q4 | $499K | Buy |
11,024
+468
| +4% | +$21.2K | 0.02% | 369 |
|
|
2022
Q3 | $440K | Buy |
10,556
+3,496
| +50% | +$146K | 0.02% | 359 |
|
|
2022
Q2 | $324K | Buy |
7,060
+24
| +0.3% | +$1.1K | 0.02% | 406 |
|
|
2022
Q1 | $376K | Buy |
7,036
+1,186
| +20% | +$63.4K | 0.02% | 428 |
|
|
2021
Q4 | $353K | Sell |
5,850
-612
| -9% | -$36.9K | 0.01% | 434 |
|
|
2021
Q3 | $453K | Buy |
6,462
+714
| +12% | +$50.1K | 0.02% | 365 |
|
|
2021
Q2 | $407K | Buy |
5,748
+246
| +4% | +$17.4K | 0.02% | 364 |
|
|
2021
Q1 | $400K | Buy |
5,502
+1,002
| +22% | +$72.8K | 0.02% | 346 |
|
|
2020
Q4 | $277K | Sell |
4,500
-247
| -5% | -$15.2K | 0.02% | 361 |
|
|
2020
Q3 | $205K | Sell |
4,747
-1,279
| -21% | -$55.2K | 0.01% | 392 |
|
|
2020
Q2 | $308K | Sell |
6,026
-1,006
| -14% | -$51.4K | 0.02% | 305 |
|
|
2020
Q1 | $296K | Sell |
7,032
-2,363
| -25% | -$99.5K | 0.03% | 280 |
|
|
2019
Q4 | $751K | Buy |
9,395
+1,919
| +26% | +$153K | 0.06% | 192 |
|
|
2019
Q3 | $516K | Sell |
7,476
-457
| -6% | -$31.5K | 0.05% | 223 |
|
|
2019
Q2 | $556K | Buy |
7,933
+1,286
| +19% | +$90.1K | 0.05% | 218 |
|
|
2019
Q1 | $414K | Buy |
6,647
+269
| +4% | +$16.8K | 0.04% | 230 |
|
|
2018
Q4 | $332K | Sell |
6,378
-183
| -3% | -$9.53K | 0.03% | 250 |
|
|
2018
Q3 | $471K | Buy |
6,561
+422
| +7% | +$30.3K | 0.04% | 224 |
|
|
2018
Q2 | $411K | Sell |
6,139
-225
| -4% | -$15.1K | 0.04% | 228 |
|
|
2018
Q1 | $430K | Buy |
+6,364
| New | +$430K | 0.04% | 211 |
|