Gries Financial’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Sell |
6,152
-61
| -1% | -$5.19K | 0.1% | 165 |
|
|
2025
Q1 | $441K | Buy |
6,213
+228
| +4% | +$16.2K | 0.09% | 176 |
|
|
2024
Q4 | $421K | Buy |
5,985
+336
| +6% | +$23.7K | 0.07% | 177 |
|
|
2024
Q3 | $354K | Sell |
5,649
-351
| -6% | -$22K | 0.07% | 186 |
|
|
2024
Q2 | $381K | Buy |
6,000
+176
| +3% | +$11.2K | 0.08% | 166 |
|
|
2024
Q1 | $368K | Buy |
5,824
+700
| +14% | +$44.3K | 0.06% | 201 |
|
|
2023
Q4 | $264K | Buy |
+5,124
| New | +$264K | 0.06% | 176 |
|
|
2021
Q3 | – | Sell |
-7,877
| Closed | -$540K | – | 163 |
|
|
2021
Q2 | $540K | Sell |
7,877
-16
| -0.2% | -$1.1K | 0.17% | 102 |
|
|
2021
Q1 | $594K | Buy |
+7,893
| New | +$594K | 0.19% | 104 |
|