Farther Finance Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.72M | Buy |
31,914
+4,000
| +14% | +$340K | 0.05% | 288 |
|
2025
Q1 | $1.97M | Buy |
27,914
+6,242
| +29% | +$440K | 0.05% | 303 |
|
2024
Q4 | $1.53M | Sell |
21,672
-641
| -3% | -$45.1K | 0.06% | 265 |
|
2024
Q3 | $1.4M | Buy |
22,313
+1,683
| +8% | +$105K | 0.05% | 267 |
|
2024
Q2 | $1.31M | Buy |
20,630
+6,317
| +44% | +$401K | 0.06% | 234 |
|
2024
Q1 | $908K | Buy |
14,313
+1,781
| +14% | +$113K | 0.06% | 272 |
|
2023
Q4 | $645K | Buy |
12,532
+673
| +6% | +$34.6K | 0.05% | 304 |
|
2023
Q3 | $488K | Sell |
11,859
-1,823
| -13% | -$75K | 0.08% | 209 |
|
2023
Q2 | $630K | Buy |
13,682
+166
| +1% | +$7.64K | 0.14% | 138 |
|
2023
Q1 | $634K | Buy |
13,516
+2,426
| +22% | +$114K | 0.19% | 104 |
|
2022
Q4 | $502K | Buy |
+11,090
| New | +$502K | 0.19% | 103 |
|