I
InceptionR’s Citigroup C Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.28M | Buy |
26,816
+10,753
| +67% | +$915K | 0.53% | 11 |
|
2025
Q1 | $1.14M | Buy |
+16,063
| New | +$1.14M | 0.34% | 77 |
|
2024
Q4 | – | Sell |
-12,629
| Closed | -$791K | – | 641 |
|
2024
Q3 | $791K | Buy |
12,629
+5,502
| +77% | +$344K | 0.19% | 201 |
|
2024
Q2 | $452K | Buy |
+7,127
| New | +$452K | 0.13% | 311 |
|
2023
Q3 | – | Sell |
-19,068
| Closed | -$878K | – | 411 |
|
2023
Q2 | $878K | Buy |
19,068
+6,450
| +51% | +$297K | 0.47% | 42 |
|
2023
Q1 | $592K | Buy |
12,618
+4,209
| +50% | +$197K | 0.19% | 205 |
|
2022
Q4 | $380K | Buy |
+8,409
| New | +$380K | 0.2% | 221 |
|