Gladstone Institutional Advisory’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Sell |
21,356
-10,647
| -33% | -$906K | 0.08% | 252 |
|
|
2025
Q1 | $2.27M | Buy |
32,003
+18,620
| +139% | +$1.32M | 0.11% | 206 |
|
|
2024
Q4 | $942K | Sell |
13,383
-254
| -2% | -$17.9K | 0.04% | 337 |
|
|
2024
Q3 | $854K | Buy |
13,637
+1,984
| +17% | +$124K | 0.04% | 347 |
|
|
2024
Q2 | $740K | Buy |
11,653
+190
| +2% | +$12.1K | 0.04% | 351 |
|
|
2024
Q1 | $725K | Sell |
11,463
-1,221
| -10% | -$77.2K | 0.04% | 340 |
|
|
2023
Q4 | $652K | Buy |
12,684
+2,388
| +23% | +$123K | 0.04% | 362 |
|
|
2023
Q3 | $423K | Buy |
10,296
+55
| +0.5% | +$2.26K | 0.03% | 416 |
|
|
2023
Q2 | $471K | Sell |
10,241
-1,118
| -10% | -$51.5K | 0.03% | 406 |
|
|
2023
Q1 | $533K | Sell |
11,359
-2,766
| -20% | -$130K | 0.03% | 387 |
|
|
2022
Q4 | $639K | Sell |
14,125
-1,006
| -7% | -$45.5K | 0.05% | 352 |
|
|
2022
Q3 | $631K | Buy |
15,131
+49
| +0.3% | +$2.04K | 0.05% | 346 |
|
|
2022
Q2 | $694K | Sell |
15,082
-2,330
| -13% | -$107K | 0.05% | 342 |
|
|
2022
Q1 | $930K | Buy |
17,412
+3,969
| +30% | +$212K | 0.06% | 306 |
|
|
2021
Q4 | $812K | Buy |
13,443
+3,104
| +30% | +$187K | 0.06% | 297 |
|
|
2021
Q3 | $726K | Buy |
10,339
+3,725
| +56% | +$262K | 0.07% | 263 |
|
|
2021
Q2 | $468K | Buy |
6,614
+3,159
| +91% | +$224K | 0.06% | 309 |
|
|
2021
Q1 | $251K | Buy |
+3,455
| New | +$251K | 0.04% | 351 |
|