Geneos Wealth 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 | $1.01M | Sell |
11,897
-5,180
| -30% | -$441K | 0.02% | 531 |
|
|
2025
Q1 | $1.88M | Buy |
17,077
+8,424
| +97% | +$926K | 0.03% | 507 |
|
|
2024
Q4 | $609K | Sell |
8,653
-1,757
| -17% | -$124K | 0.02% | 538 |
|
|
2024
Q3 | $652K | Buy |
10,410
+3,713
| +55% | +$232K | 0.02% | 495 |
|
|
2024
Q2 | $425K | Buy |
6,697
+234
| +4% | +$14.9K | 0.02% | 533 |
|
|
2024
Q1 | $409K | Buy |
6,463
+437
| +7% | +$27.6K | 0.02% | 539 |
|
|
2023
Q4 | $310K | Sell |
6,026
-446
| -7% | -$22.9K | 0.02% | 572 |
|
|
2023
Q3 | $266K | Buy |
6,472
+386
| +6% | +$15.9K | 0.01% | 608 |
|
|
2023
Q2 | $280K | Buy |
6,086
+74
| +1% | +$3.41K | 0.01% | 601 |
|
|
2023
Q1 | $282K | Sell |
6,012
-395
| -6% | -$18.5K | 0.02% | 568 |
|
|
2022
Q4 | $290K | Sell |
6,407
-1,341
| -17% | -$60.7K | 0.02% | 535 |
|
|
2022
Q3 | $322K | Sell |
7,748
-3,889
| -33% | -$162K | 0.02% | 483 |
|
|
2022
Q2 | $545K | Sell |
11,637
-281
| -2% | -$13.2K | 0.03% | 473 |
|
|
2022
Q1 | $636K | Sell |
11,918
-199
| -2% | -$10.6K | 0.03% | 476 |
|
|
2021
Q4 | $731K | Sell |
12,117
-2,567
| -17% | -$155K | 0.03% | 477 |
|
|
2021
Q3 | $1.05M | Sell |
14,684
-1,813
| -11% | -$129K | 0.04% | 372 |
|
|
2021
Q2 | $1.16M | Sell |
16,497
-1,550
| -9% | -$109K | 0.05% | 328 |
|
|
2021
Q1 | $1.29M | Buy |
18,047
+345
| +2% | +$24.6K | 0.04% | 361 |
|
|
2020
Q4 | $1.17M | Sell |
17,702
-150
| -0.8% | -$9.95K | 0.05% | 310 |
|
|
2020
Q3 | $750K | Sell |
17,852
-1,559
| -8% | -$65.5K | 0.04% | 344 |
|
|
2020
Q2 | $962K | Sell |
19,411
-3,169
| -14% | -$157K | 0.05% | 292 |
|
|
2020
Q1 | $989K | Buy |
22,580
+5,115
| +29% | +$224K | 0.07% | 258 |
|
|
2019
Q4 | $1.39M | Sell |
17,465
-732
| -4% | -$58.3K | 0.07% | 255 |
|
|
2019
Q3 | $1.26M | Sell |
18,197
-1,536
| -8% | -$107K | 0.08% | 239 |
|
|
2019
Q2 | $1.38M | Buy |
19,733
+578
| +3% | +$40.5K | 0.09% | 225 |
|
|
2019
Q1 | $1.19M | Buy |
19,155
+904
| +5% | +$56.2K | 0.08% | 248 |
|
|
2018
Q4 | $945K | Buy |
18,251
+2,346
| +15% | +$121K | 0.07% | 257 |
|
|
2018
Q3 | $1.14M | Buy |
15,905
+2,447
| +18% | +$176K | 0.08% | 244 |
|
|
2018
Q2 | $900K | Sell |
13,458
-4,299
| -24% | -$287K | 0.07% | 236 |
|
|
2018
Q1 | $1.2M | Sell |
17,757
-2,141
| -11% | -$144K | 0.1% | 187 |
|
|
2017
Q4 | $1.48M | Buy |
19,898
+5,508
| +38% | +$410K | 0.13% | 162 |
|
|
2017
Q3 | $1.05M | Buy |
14,390
+471
| +3% | +$34.2K | 0.1% | 190 |
|
|
2017
Q2 | $930K | Buy |
13,919
+4,235
| +44% | +$283K | 0.1% | 203 |
|
|
2017
Q1 | $579K | Sell |
9,684
-312
| -3% | -$18.7K | 0.06% | 248 |
|
|
2016
Q4 | $594K | Sell |
9,996
-2,597
| -21% | -$154K | 0.08% | 219 |
|
|
2016
Q3 | $594K | Buy |
12,593
+287
| +2% | +$13.5K | 0.08% | 218 |
|
|
2016
Q2 | $518K | Sell |
12,306
-325
| -3% | -$13.7K | 0.08% | 233 |
|
|
2016
Q1 | $536K | Buy |
+12,631
| New | +$536K | 0.08% | 223 |
|