Foundations Investment Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.3M | Buy |
462,049
+77,759
| +20% | +$6.62M | 0.62% | 44 |
|
|
2025
Q1 | $27.3M | Buy |
384,290
+64,621
| +20% | +$4.59M | 0.5% | 51 |
|
|
2024
Q4 | $22.5M | Buy |
319,669
+58,204
| +22% | +$4.1M | 0.43% | 58 |
|
|
2024
Q3 | $16.4M | Buy |
261,465
+32,210
| +14% | +$2.02M | 0.34% | 70 |
|
|
2024
Q2 | $14.5M | Buy |
229,255
+24,915
| +12% | +$1.58M | 0.35% | 65 |
|
|
2024
Q1 | $12.9M | Buy |
204,340
+32,703
| +19% | +$2.07M | 0.34% | 63 |
|
|
2023
Q4 | $9.62M | Buy |
171,637
+26,183
| +18% | +$1.47M | 0.26% | 78 |
|
|
2023
Q3 | $5.98M | Buy |
145,454
+37,233
| +34% | +$1.53M | 0.18% | 98 |
|
|
2023
Q2 | $4.98M | Buy |
108,221
+30,936
| +40% | +$1.42M | 0.17% | 92 |
|
|
2023
Q1 | $3.62M | Buy |
77,285
+20,592
| +36% | +$966K | 0.13% | 108 |
|
|
2022
Q4 | $2.56M | Buy |
56,693
+36,852
| +186% | +$1.67M | 0.1% | 106 |
|
|
2022
Q3 | $827K | Buy |
19,841
+14,802
| +294% | +$617K | 0.04% | 188 |
|
|
2022
Q2 | $233K | Buy |
+5,039
| New | +$233K | 0.01% | 345 |
|