Gilbert & Cook’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Buy |
5,441
+79
| +1% | +$6.72K | 0.06% | 146 |
|
|
2025
Q1 | $381K | Buy |
5,362
+99
| +2% | +$7.03K | 0.06% | 154 |
|
|
2024
Q4 | $370K | Buy |
5,263
+90
| +2% | +$6.34K | 0.05% | 158 |
|
|
2024
Q3 | $324K | Sell |
5,173
-21
| -0.4% | -$1.32K | 0.04% | 173 |
|
|
2024
Q2 | $330K | Sell |
5,194
-473
| -8% | -$30K | 0.05% | 164 |
|
|
2024
Q1 | $358K | Buy |
5,667
+20
| +0.4% | +$1.27K | 0.05% | 171 |
|
|
2023
Q4 | $290K | Buy |
5,647
+154
| +3% | +$7.92K | 0.04% | 190 |
|
|
2023
Q3 | $226K | Buy |
5,493
+526
| +11% | +$21.6K | 0.04% | 200 |
|
|
2023
Q2 | $229K | Buy |
4,967
+534
| +12% | +$24.6K | 0.04% | 203 |
|
|
2023
Q1 | $208K | Buy |
+4,433
| New | +$208K | 0.04% | 206 |
|
|
2022
Q4 | – | Sell |
-4,397
| Closed | -$200K | – | 203 |
|
|
2022
Q3 | $200K | Buy |
+4,397
| New | +$200K | 0.04% | 201 |
|
|
2022
Q2 | – | Sell |
-4,294
| Closed | -$229K | – | 200 |
|
|
2022
Q1 | $229K | Buy |
4,294
+225
| +6% | +$12K | 0.04% | 196 |
|
|
2021
Q4 | $246K | Buy |
4,069
+364
| +10% | +$22K | 0.04% | 195 |
|
|
2021
Q3 | $260K | Buy |
3,705
+172
| +5% | +$12.1K | 0.05% | 181 |
|
|
2021
Q2 | $250K | Buy |
3,533
+106
| +3% | +$7.5K | 0.05% | 186 |
|
|
2021
Q1 | $249K | Sell |
3,427
-945
| -22% | -$68.7K | 0.05% | 176 |
|
|
2020
Q4 | $270K | Buy |
+4,372
| New | +$270K | 0.06% | 145 |
|