IFP 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 | $1.22M | Sell |
14,337
-3,656
| -20% | -$311K | 0.03% | 520 |
|
|
2025
Q1 | $1.28M | Sell |
17,993
-34,542
| -66% | -$2.45M | 0.04% | 487 |
|
|
2024
Q4 | $3.7M | Buy |
52,535
+3,323
| +7% | +$234K | 0.12% | 183 |
|
|
2024
Q3 | $3.08M | Buy |
49,212
+7,851
| +19% | +$492K | 0.11% | 205 |
|
|
2024
Q2 | $2.63M | Buy |
41,361
+20,433
| +98% | +$1.3M | 0.1% | 206 |
|
|
2024
Q1 | $1.32M | Buy |
20,928
+4,867
| +30% | +$308K | 0.06% | 348 |
|
|
2023
Q4 | $826K | Sell |
16,061
-8,460
| -35% | -$435K | 0.04% | 433 |
|
|
2023
Q3 | $1.01M | Sell |
24,521
-824
| -3% | -$33.9K | 0.05% | 389 |
|
|
2023
Q2 | $1.17M | Buy |
25,345
+4,345
| +21% | +$200K | 0.05% | 390 |
|
|
2023
Q1 | $1.09M | Sell |
21,000
-11,621
| -36% | -$603K | 0.05% | 368 |
|
|
2022
Q4 | $1.71M | Sell |
32,621
-19,183
| -37% | -$1.01M | 0.05% | 423 |
|
|
2022
Q3 | $2.71M | Buy |
51,804
+2,135
| +4% | +$112K | 0.07% | 304 |
|
|
2022
Q2 | $2.6M | Hold |
49,669
| – | – | 0.08% | 285 |
|
|
2022
Q1 | $2.6M | Buy |
49,669
+42,439
| +587% | +$2.22M | 0.08% | 285 |
|
|
2021
Q4 | $440K | Sell |
7,230
-3,778
| -34% | -$230K | 0.01% | 633 |
|
|
2021
Q3 | $775K | Sell |
11,008
-567
| -5% | -$39.9K | 0.02% | 445 |
|
|
2021
Q2 | $818K | Sell |
11,575
-1,165
| -9% | -$82.3K | 0.02% | 416 |
|
|
2021
Q1 | $927K | Sell |
12,740
-188
| -1% | -$13.7K | 0.02% | 374 |
|
|
2020
Q4 | $794K | Buy |
12,928
+1,959
| +18% | +$120K | 0.03% | 391 |
|
|
2020
Q3 | $469K | Sell |
10,969
-17
| -0.2% | -$727 | 0.03% | 445 |
|
|
2020
Q2 | $551K | Buy |
10,986
+1,209
| +12% | +$60.6K | 0.04% | 394 |
|
|
2020
Q1 | $449K | Sell |
9,777
-1,892
| -16% | -$86.9K | 0.05% | 378 |
|
|
2019
Q4 | $931K | Sell |
11,669
-1,567
| -12% | -$125K | 0.07% | 297 |
|
|
2019
Q3 | $922K | Buy |
+13,236
| New | +$922K | 0.06% | 317 |
|
|
2019
Q1 | $261K | Sell |
4,253
-17,460
| -80% | -$1.07M | 0.04% | 411 |
|
|
2018
Q4 | $1.13M | Sell |
21,713
-15,786
| -42% | -$818K | 0.07% | 316 |
|
|
2018
Q3 | $2.69M | Buy |
37,499
+1,362
| +4% | +$97.7K | 0.11% | 204 |
|
|
2018
Q2 | $2.42M | Sell |
36,137
-4,117
| -10% | -$275K | 0.1% | 218 |
|
|
2018
Q1 | $3M | Buy |
40,254
+500
| +1% | +$37.2K | 0.14% | 173 |
|
|
2017
Q4 | $2.96M | Sell |
39,754
-10,681
| -21% | -$795K | 0.13% | 173 |
|
|
2017
Q3 | $3.67M | Buy |
50,435
+3,284
| +7% | +$239K | 0.15% | 159 |
|
|
2017
Q2 | $3.15M | Sell |
47,151
-5,069
| -10% | -$339K | 0.13% | 174 |
|
|
2017
Q1 | $3.12M | Sell |
52,220
-26,623
| -34% | -$1.59M | 0.14% | 170 |
|
|
2016
Q4 | $4.69M | Buy |
78,843
+11,506
| +17% | +$684K | 0.23% | 95 |
|
|
2016
Q3 | $3.18M | Sell |
67,337
-2,218
| -3% | -$105K | 0.17% | 129 |
|
|
2016
Q2 | $2.95M | Buy |
69,555
+65,302
| +1,535% | +$2.77M | 0.16% | 127 |
|
|
2016
Q1 | $261K | Sell |
4,253
-61,003
| -93% | -$3.74M | 0.04% | 411 |
|
|
2015
Q4 | $3.38M | Buy |
+65,256
| New | +$3.38M | 0.23% | 95 |
|