Herold Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $899K | Buy |
10,561
+325
| +3% | +$27.7K | 0.19% | 122 |
|
|
2025
Q1 | $727K | Buy |
10,236
+1,000
| +11% | +$71K | 0.16% | 146 |
|
|
2024
Q4 | $650K | Sell |
9,236
-150
| -2% | -$10.6K | 0.14% | 160 |
|
|
2024
Q3 | $588K | Sell |
9,386
-600
| -6% | -$37.6K | 0.13% | 175 |
|
|
2024
Q2 | $634K | Hold |
9,986
| – | – | 0.15% | 157 |
|
|
2024
Q1 | $632K | Hold |
9,986
| – | – | 0.15% | 154 |
|
|
2023
Q4 | $514K | Buy |
9,986
+350
| +4% | +$18K | 0.14% | 156 |
|
|
2023
Q3 | $396K | Sell |
9,636
-500
| -5% | -$20.6K | 0.12% | 178 |
|
|
2023
Q2 | $467K | Sell |
10,136
-500
| -5% | -$23K | 0.14% | 160 |
|
|
2023
Q1 | $499K | Buy |
10,636
+60
| +0.6% | +$2.81K | 0.17% | 143 |
|
|
2022
Q4 | $478K | Buy |
10,576
+556
| +6% | +$25.1K | 0.2% | 117 |
|
|
2022
Q3 | $417K | Buy |
10,020
+355
| +4% | +$14.8K | 0.2% | 119 |
|
|
2022
Q2 | $444K | Buy |
9,665
+4
| +0% | +$184 | 0.2% | 125 |
|
|
2022
Q1 | $516K | Buy |
9,661
+800
| +9% | +$42.7K | 0.18% | 124 |
|
|
2021
Q4 | $535K | Sell |
8,861
-385
| -4% | -$23.2K | 0.21% | 120 |
|
|
2021
Q3 | $648K | Buy |
+9,246
| New | +$648K | 0.25% | 106 |
|