GoalVest 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 | $21.3K | Buy |
250
+247
| +8,233% | +$21K | 0.01% | 270 |
|
|
2025
Q1 | $213 | Buy |
+3
| New | +$213 | ﹤0.01% | 440 |
|
|
2024
Q2 | – | Sell |
-160
| Closed | -$10.1K | – | 329 |
|
|
2024
Q1 | $10.1K | Buy |
160
+90
| +129% | +$5.69K | ﹤0.01% | 317 |
|
|
2023
Q4 | $3.6K | Hold |
70
| – | – | ﹤0.01% | 304 |
|
|
2023
Q3 | $2.88K | Buy |
+70
| New | +$2.88K | ﹤0.01% | 394 |
|
|
2022
Q2 | – | Sell |
-9
| Closed | – | – | 335 |
|
|
2022
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 387 |
|
|
2021
Q2 | $5K | Buy |
+64
| New | +$5K | ﹤0.01% | 214 |
|