Evergreen Capital Management’s Citigroup C Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q3  | $16.3M | Sell | 
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| 
        
          
      
        2025
         Q2  | $14.8M | Buy | 
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| 
        
          
      
        2025
         Q1  | $8.73M | Sell | 
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| 
        
          
      
        2024
         Q4  | $8.87M | Buy | 
         | 
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| 
        
          
      
        2024
         Q3  | $904K | Sell | 
         | 
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| 
        
          
      
        2024
         Q2  | $991K | Buy | 
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| 
        
          
      
        2024
         Q1  | $906K | Buy | 
         | 
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| 
        
          
      
        2023
         Q4  | $695K | Buy | 
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| 
        
          
      
        2023
         Q3  | $371K | Sell | 
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| 
        
          
      
        2023
         Q2  | $655K | Sell | 
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| 
        
          
      
        2023
         Q1  | $804K | Buy | 
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| 
        
          
      
        2022
         Q4  | $499K | Buy | 
         | 
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| 
        
          
      
        2022
         Q3  | $440K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $324K | Buy | 
         | 
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| 
        
          
      
        2022
         Q1  | $376K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $353K | Sell | 
         | 
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| 
        
          
      
        2021
         Q3  | $453K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $407K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q1  | $400K | Buy | 
         | 
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| 
        
          
      
        2020
         Q4  | $277K | Sell | 
         | 
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| 
        
          
      
        2020
         Q3  | $205K | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $308K | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $296K | Sell | 
         | 
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| 
        
          
      
        2019
         Q4  | $751K | Buy | 
         | 
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| 
        
          
      
        2019
         Q3  | $516K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $556K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q1  | $414K | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q4  | $332K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q3  | $471K | Buy | 
         | 
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| 
        
          
      
        2018
         Q2  | $411K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q1  | $430K | Buy | 
         |