GI
Gradient Investments’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Buy |
28,194
+23,589
| +512% | +$2.01M | 0.04% | 177 |
|
|
2025
Q1 | $327K | Sell |
4,605
-926
| -17% | -$65.7K | 0.01% | 273 |
|
|
2024
Q4 | $389K | Buy |
5,531
+35
| +0.6% | +$2.46K | 0.01% | 251 |
|
|
2024
Q3 | $344K | Sell |
5,496
-813
| -13% | -$50.9K | 0.01% | 252 |
|
|
2024
Q2 | $400K | Buy |
6,309
+848
| +16% | +$53.8K | 0.01% | 258 |
|
|
2024
Q1 | $345K | Sell |
5,461
-778
| -12% | -$49.2K | 0.01% | 247 |
|
|
2023
Q4 | $321K | Sell |
6,239
-118
| -2% | -$6.07K | 0.01% | 296 |
|
|
2023
Q3 | $261K | Buy |
6,357
+103
| +2% | +$4.24K | 0.01% | 293 |
|
|
2023
Q2 | $288K | Buy |
6,254
+1,991
| +47% | +$91.7K | 0.01% | 293 |
|
|
2023
Q1 | $200K | Buy |
4,263
+129
| +3% | +$6.05K | 0.01% | 293 |
|
|
2022
Q4 | $187K | Sell |
4,134
-267
| -6% | -$12.1K | 0.01% | 304 |
|
|
2022
Q3 | $183K | Sell |
4,401
-110
| -2% | -$4.57K | 0.01% | 293 |
|
|
2022
Q2 | $207K | Sell |
4,511
-313
| -6% | -$14.4K | 0.01% | 285 |
|
|
2022
Q1 | $258K | Buy |
4,824
+2,931
| +155% | +$157K | 0.01% | 268 |
|
|
2021
Q4 | $114K | Buy |
1,893
+891
| +89% | +$53.7K | ﹤0.01% | 350 |
|
|
2021
Q3 | $70K | Sell |
1,002
-261
| -21% | -$18.2K | ﹤0.01% | 425 |
|
|
2021
Q2 | $89K | Sell |
1,263
-147
| -10% | -$10.4K | ﹤0.01% | 381 |
|
|
2021
Q1 | $103K | Sell |
1,410
-183,261
| -99% | -$13.4M | ﹤0.01% | 358 |
|
|
2020
Q4 | $7.96M | Sell |
184,671
-2,392
| -1% | -$103K | 0.34% | 86 |
|
|
2020
Q3 | $8.06M | Sell |
187,063
-85,217
| -31% | -$3.67M | 0.34% | 86 |
|
|
2020
Q2 | $13.9M | Buy |
272,280
+80,217
| +42% | +$4.1M | 0.63% | 32 |
|
|
2020
Q1 | $8.09M | Buy |
192,063
+29,721
| +18% | +$1.25M | 0.44% | 63 |
|
|
2019
Q4 | $13M | Buy |
162,342
+326
| +0.2% | +$26K | 0.58% | 37 |
|
|
2019
Q3 | $11.2M | Buy |
162,016
+6,766
| +4% | +$467K | 0.55% | 41 |
|
|
2019
Q2 | $10.9M | Buy |
155,250
+31,679
| +26% | +$2.22M | 0.56% | 32 |
|
|
2019
Q1 | $7.69M | Sell |
123,571
-15,697
| -11% | -$977K | 0.5% | 55 |
|
|
2018
Q4 | $7.25M | Buy |
139,268
+1,366
| +1% | +$71.1K | 0.44% | 67 |
|
|
2018
Q3 | $9.89M | Buy |
137,902
+6,314
| +5% | +$453K | 0.51% | 37 |
|
|
2018
Q2 | $8.81M | Buy |
131,588
+130,928
| +19,838% | +$8.76M | 0.47% | 47 |
|
|
2018
Q1 | $45K | Sell |
660
-45
| -6% | -$3.07K | ﹤0.01% | 351 |
|
|
2017
Q4 | $52K | Buy |
+705
| New | +$52K | ﹤0.01% | 346 |
|
|
2017
Q3 | – | Sell |
-537
| Closed | -$36K | – | 288 |
|
|
2017
Q2 | $36K | Sell |
537
-76
| -12% | -$5.1K | ﹤0.01% | 338 |
|
|
2017
Q1 | $37K | Buy |
613
+141
| +30% | +$8.51K | ﹤0.01% | 335 |
|
|
2016
Q4 | $28K | Buy |
472
+78
| +20% | +$4.63K | ﹤0.01% | 322 |
|
|
2016
Q3 | $19K | Buy |
394
+164
| +71% | +$7.91K | ﹤0.01% | 356 |
|
|
2016
Q2 | $10K | Sell |
230
-112
| -33% | -$4.87K | ﹤0.01% | 425 |
|
|
2016
Q1 | $14K | Buy |
342
+133
| +64% | +$5.44K | ﹤0.01% | 395 |
|
|
2015
Q4 | $11K | Buy |
209
+3
| +1% | +$158 | ﹤0.01% | 386 |
|
|
2015
Q3 | $10K | Sell |
206
-8
| -4% | -$388 | ﹤0.01% | 378 |
|
|
2015
Q2 | $12K | Sell |
214
-214
| -50% | -$12K | ﹤0.01% | 364 |
|
|
2015
Q1 | $22K | Buy |
428
+28
| +7% | +$1.44K | ﹤0.01% | 317 |
|
|
2014
Q4 | $22K | Buy |
400
+200
| +100% | +$11K | ﹤0.01% | 296 |
|
|
2014
Q3 | $10K | Sell |
200
-100
| -33% | -$5K | ﹤0.01% | 327 |
|
|
2014
Q2 | $14K | Buy |
300
+244
| +436% | +$11.4K | ﹤0.01% | 319 |
|
|
2014
Q1 | $3K | Sell |
56
-21
| -27% | -$1.13K | ﹤0.01% | 421 |
|
|
2013
Q4 | $4K | Sell |
77
-185
| -71% | -$9.61K | ﹤0.01% | 449 |
|
|
2013
Q3 | $13K | Buy |
262
+65
| +33% | +$3.23K | ﹤0.01% | 266 |
|
|
2013
Q2 | $9K | Buy |
+197
| New | +$9K | ﹤0.01% | 275 |
|