Forum Financial 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 | $2.68M | Buy |
31,542
+1,285
| +4% | +$109K | 0.04% | 99 |
|
|
2025
Q1 | $2.15M | Sell |
30,257
-81
| -0.3% | -$5.75K | 0.04% | 109 |
|
|
2024
Q4 | $2.14M | Buy |
30,338
+5,089
| +20% | +$358K | 0.04% | 113 |
|
|
2024
Q3 | $1.58M | Sell |
25,249
-1,245
| -5% | -$77.9K | 0.03% | 134 |
|
|
2024
Q2 | $1.68M | Buy |
26,494
+895
| +3% | +$56.8K | 0.03% | 119 |
|
|
2024
Q1 | $1.62M | Sell |
25,599
-487
| -2% | -$30.8K | 0.03% | 140 |
|
|
2023
Q4 | $1.34M | Buy |
26,086
+921
| +4% | +$47.4K | 0.03% | 130 |
|
|
2023
Q3 | $1.04M | Sell |
25,165
-112
| -0.4% | -$4.61K | 0.02% | 156 |
|
|
2023
Q2 | $1.16M | Buy |
25,277
+1,440
| +6% | +$66.3K | 0.03% | 139 |
|
|
2023
Q1 | $1.12M | Buy |
23,837
+240
| +1% | +$11.3K | 0.03% | 129 |
|
|
2022
Q4 | $1.07M | Buy |
23,597
+60
| +0.3% | +$2.71K | 0.04% | 125 |
|
|
2022
Q3 | $981K | Buy |
23,537
+1,224
| +5% | +$51K | 0.05% | 117 |
|
|
2022
Q2 | $1.03M | Sell |
22,313
-3,079
| -12% | -$142K | 0.05% | 122 |
|
|
2022
Q1 | $1.36M | Buy |
25,392
+7
| +0% | +$374 | 0.07% | 92 |
|
|
2021
Q4 | $1.53M | Buy |
+25,385
| New | +$1.53M | 0.08% | 79 |
|