FM
Family Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.67M | Buy |
90,138
+2,151
| +2% | +$183K | 1.15% | 20 |
|
|
2025
Q1 | $6.25M | Buy |
87,987
+3,329
| +4% | +$236K | 1.02% | 22 |
|
|
2024
Q4 | $5.8M | Buy |
84,658
+3,860
| +5% | +$264K | 0.93% | 24 |
|
|
2024
Q3 | $5.06M | Buy |
+80,798
| New | +$5.06M | 0.84% | 26 |
|
|
2022
Q1 | – | Sell |
-6,720
| Closed | -$406K | – | 173 |
|
|
2021
Q4 | $406K | Buy |
+6,720
| New | +$406K | 0.11% | 118 |
|
|
2020
Q4 | – | Sell |
-49,198
| Closed | -$2.12M | – | 170 |
|
|
2020
Q3 | $2.12M | Sell |
49,198
-628
| -1% | -$27.1K | 0.93% | 35 |
|
|
2020
Q2 | $2.55M | Sell |
49,826
-55
| -0.1% | -$2.81K | 1.04% | 29 |
|
|
2020
Q1 | $2.1M | Sell |
49,881
-4,482
| -8% | -$189K | 1.05% | 31 |
|
|
2019
Q4 | $4.34M | Buy |
54,363
+3,824
| +8% | +$305K | 1.5% | 18 |
|
|
2019
Q3 | $3.49M | Sell |
50,539
-983
| -2% | -$67.9K | 1.3% | 23 |
|
|
2019
Q2 | $3.61M | Buy |
51,522
+1,273
| +3% | +$89.1K | 1.42% | 18 |
|
|
2019
Q1 | $3.13M | Buy |
50,249
+10,821
| +27% | +$673K | 1.35% | 22 |
|
|
2018
Q4 | $2.05M | Sell |
39,428
-17,611
| -31% | -$917K | 0.86% | 35 |
|
|
2018
Q3 | $4.09M | Sell |
57,039
-2,911
| -5% | -$209K | 2.39% | 17 |
|
|
2018
Q2 | $4.01M | Buy |
59,950
+6,203
| +12% | +$415K | 2.49% | 17 |
|
|
2018
Q1 | $3.63M | Sell |
53,747
-4,523
| -8% | -$305K | 2.73% | 17 |
|
|
2017
Q4 | $4.34M | Sell |
58,270
-1,052
| -2% | -$78.3K | 3.03% | 15 |
|
|
2017
Q3 | $4.32M | Sell |
59,322
-1,970
| -3% | -$143K | 2.96% | 14 |
|
|
2017
Q2 | $4.1M | Buy |
61,292
+48,255
| +370% | +$3.23M | 2.82% | 18 |
|
|
2017
Q1 | $780K | Sell |
13,037
-1,107
| -8% | -$66.2K | 0.54% | 32 |
|
|
2016
Q4 | $841K | Buy |
+14,144
| New | +$841K | 0.58% | 36 |
|