Guardian Investment Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $904K | Hold |
10,625
| – | – | 0.91% | 35 |
|
|
2025
Q1 | $755K | Sell |
10,625
-2,265
| -18% | -$161K | 0.64% | 39 |
|
|
2024
Q4 | $907K | Sell |
12,890
-2,100
| -14% | -$148K | 0.65% | 37 |
|
|
2024
Q3 | $938K | Sell |
14,990
-1,300
| -8% | -$81.4K | 0.81% | 35 |
|
|
2024
Q2 | $1.03M | Sell |
16,290
-150
| -0.9% | -$9.52K | 0.74% | 37 |
|
|
2024
Q1 | $1.04M | Sell |
16,440
-1,515
| -8% | -$95.8K | 0.84% | 35 |
|
|
2023
Q4 | $924K | Sell |
17,955
-40
| -0.2% | -$2.06K | 0.78% | 35 |
|
|
2023
Q3 | $738K | Sell |
17,995
-435
| -2% | -$17.9K | 0.67% | 40 |
|
|
2023
Q2 | $849K | Sell |
18,430
-1,000
| -5% | -$46K | 0.72% | 39 |
|
|
2023
Q1 | $1.41M | Buy |
19,430
+2,450
| +14% | +$178K | 1.06% | 36 |
|
|
2022
Q4 | $768K | Buy |
16,980
+650
| +4% | +$29.4K | 0.73% | 37 |
|
|
2022
Q3 | $680K | Buy |
16,330
+1,150
| +8% | +$47.9K | 0.69% | 38 |
|
|
2022
Q2 | $698K | Buy |
15,180
+450
| +3% | +$20.7K | 0.61% | 45 |
|
|
2022
Q1 | $786K | Buy |
14,730
+500
| +4% | +$26.7K | 0.61% | 46 |
|
|
2021
Q4 | $859K | Buy |
14,230
+2,750
| +24% | +$166K | 0.6% | 43 |
|
|
2021
Q3 | $805K | Sell |
11,480
-8,300
| -42% | -$582K | 0.59% | 45 |
|
|
2021
Q2 | $1.4M | Buy |
19,780
+350
| +2% | +$24.8K | 0.96% | 36 |
|
|
2021
Q1 | $1.41M | Sell |
19,430
-2,750
| -12% | -$200K | 1% | 34 |
|
|
2020
Q4 | $1.37M | Buy |
22,180
+490
| +2% | +$30.2K | 1.04% | 35 |
|
|
2020
Q3 | $935K | Buy |
21,690
+1,240
| +6% | +$53.5K | 0.82% | 38 |
|
|
2020
Q2 | $1.05M | Sell |
20,450
-1,500
| -7% | -$76.7K | 0.95% | 37 |
|
|
2020
Q1 | $925K | Buy |
21,950
+1,000
| +5% | +$42.1K | 0.95% | 38 |
|
|
2019
Q4 | $1.67M | Sell |
20,950
-5,000
| -19% | -$400K | 1.33% | 26 |
|
|
2019
Q3 | $1.8M | Sell |
25,950
-3,500
| -12% | -$242K | 1.59% | 22 |
|
|
2019
Q2 | $2.06M | Hold |
29,450
| – | – | 1.79% | 20 |
|
|
2019
Q1 | $1.83M | Sell |
29,450
-200
| -0.7% | -$12.4K | 1.59% | 23 |
|
|
2018
Q4 | $1.54M | Buy |
+29,650
| New | +$1.54M | 1.43% | 26 |
|
|
2015
Q2 | – | Sell |
-15,000
| Closed | -$767K | – | 53 |
|
|
2015
Q1 | $767K | Hold |
15,000
| – | – | 0.85% | 47 |
|
|
2014
Q4 | $812K | Hold |
15,000
| – | – | 0.86% | 49 |
|
|
2014
Q3 | $711K | Hold |
15,000
| – | – | 0.82% | 46 |
|
|
2014
Q2 | $707K | Hold |
15,000
| – | – | 0.77% | 49 |
|
|
2014
Q1 | $711K | Hold |
15,000
| – | – | 0.82% | 46 |
|
|
2013
Q4 | $779K | Buy |
15,000
+5,000
| +50% | +$260K | 0.86% | 48 |
|
|
2013
Q3 | $485K | Sell |
10,000
-2,000
| -17% | -$97K | 0.66% | 47 |
|
|
2013
Q2 | $584K | Buy |
+12,000
| New | +$584K | 0.84% | 43 |
|