Global Retirement Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Buy |
+38,359
| New | +$3.27M | 0.08% | 228 |
|
|
2024
Q4 | $2.16M | Buy |
30,705
+18,907
| +160% | +$1.33M | 0.06% | 287 |
|
|
2024
Q3 | $739K | Sell |
11,798
-760
| -6% | -$47.6K | 0.02% | 524 |
|
|
2024
Q2 | $797K | Buy |
12,558
+2,607
| +26% | +$165K | 0.03% | 484 |
|
|
2024
Q1 | $629K | Buy |
9,951
+307
| +3% | +$19.4K | 0.02% | 472 |
|
|
2023
Q4 | $500K | Sell |
9,644
-844
| -8% | -$43.8K | 0.02% | 499 |
|
|
2023
Q3 | $418K | Buy |
10,488
+764
| +8% | +$30.4K | 0.02% | 476 |
|
|
2023
Q2 | $448K | Buy |
9,724
+340
| +4% | +$15.7K | 0.02% | 466 |
|
|
2023
Q1 | $429K | Buy |
9,384
+2,463
| +36% | +$112K | 0.02% | 459 |
|
|
2022
Q4 | $313K | Buy |
6,921
+2,199
| +47% | +$99.5K | 0.02% | 475 |
|
|
2022
Q3 | $217K | Sell |
4,722
-120
| -2% | -$5.52K | 0.02% | 543 |
|
|
2022
Q2 | $223K | Buy |
4,842
+270
| +6% | +$12.4K | 0.02% | 527 |
|
|
2022
Q1 | $241K | Buy |
+4,572
| New | +$241K | 0.02% | 513 |
|
|
2021
Q4 | – | Sell |
-3,161
| Closed | -$222K | – | 447 |
|
|
2021
Q3 | $222K | Buy |
3,161
+235
| +8% | +$16.5K | 0.02% | 447 |
|
|
2021
Q2 | $207K | Sell |
2,926
-629
| -18% | -$44.5K | 0.02% | 447 |
|
|
2021
Q1 | $259K | Buy |
3,555
+734
| +26% | +$53.5K | 0.03% | 371 |
|
|
2020
Q4 | $174K | Sell |
2,821
-23,516
| -89% | -$1.45M | 0.02% | 424 |
|
|
2020
Q3 | $1.14M | Hold |
26,337
| – | – | 0.17% | 133 |
|
|
2020
Q2 | $1.35M | Sell |
26,337
-332
| -1% | -$17K | 0.21% | 106 |
|
|
2020
Q1 | $1.12M | Sell |
26,669
-1,459
| -5% | -$61.4K | 0.21% | 101 |
|
|
2019
Q4 | $2.25M | Sell |
28,128
-627
| -2% | -$50.1K | 0.34% | 64 |
|
|
2019
Q3 | $1.99M | Sell |
28,755
-16,040
| -36% | -$1.11M | 0.33% | 70 |
|
|
2019
Q2 | $3.14M | Buy |
44,795
+2,244
| +5% | +$157K | 0.6% | 31 |
|
|
2019
Q1 | $2.65M | Sell |
42,551
-2,752
| -6% | -$171K | 0.64% | 32 |
|
|
2018
Q4 | $2.36M | Sell |
45,303
-1,364
| -3% | -$71K | 0.6% | 38 |
|
|
2018
Q3 | $3.35M | Buy |
46,667
+4,920
| +12% | +$353K | 0.76% | 28 |
|
|
2018
Q2 | $2.79M | Buy |
41,747
+3,591
| +9% | +$240K | 0.71% | 28 |
|
|
2018
Q1 | $2.58M | Buy |
38,156
+8,814
| +30% | +$595K | 0.71% | 23 |
|
|
2017
Q4 | $2.18M | Buy |
29,342
+25,943
| +763% | +$1.93M | 0.6% | 24 |
|
|
2017
Q3 | $247K | Buy |
3,399
+126
| +4% | +$9.16K | 0.1% | 196 |
|
|
2017
Q2 | $219K | Buy |
3,273
+1,400
| +75% | +$93.7K | 0.1% | 188 |
|
|
2017
Q1 | $112K | Buy |
1,873
+402
| +27% | +$24K | 0.06% | 258 |
|
|
2016
Q4 | $87K | Buy |
+1,471
| New | +$87K | 0.06% | 256 |
|