Integrated Investment Consultants’s Citigroup C Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-6,002
| Closed | -$426K | – | 326 |
|
2025
Q1 | $426K | Buy |
6,002
+10
| +0.2% | +$710 | 0.08% | 182 |
|
2024
Q4 | $422K | Sell |
5,992
-262
| -4% | -$18.4K | 0.09% | 179 |
|
2024
Q3 | $392K | Buy |
6,254
+1,029
| +20% | +$64.4K | 0.09% | 183 |
|
2024
Q2 | $330K | Hold |
5,225
| – | – | 0.09% | 182 |
|
2024
Q1 | $330K | Buy |
+5,225
| New | +$330K | 0.09% | 182 |
|
2023
Q3 | – | Sell |
-6,860
| Closed | -$316K | – | 233 |
|
2023
Q2 | $316K | Buy |
6,860
+1,785
| +35% | +$82.2K | 0.1% | 177 |
|
2023
Q1 | $238K | Buy |
+5,075
| New | +$238K | 0.07% | 233 |
|
2022
Q4 | – | Sell |
-6,823
| Closed | -$284K | – | 248 |
|
2022
Q3 | $284K | Buy |
6,823
+947
| +16% | +$39.4K | 0.11% | 163 |
|
2022
Q2 | $270K | Sell |
5,876
-1,552
| -21% | -$71.3K | 0.1% | 178 |
|
2022
Q1 | $397K | Buy |
7,428
+1,017
| +16% | +$54.4K | 0.11% | 167 |
|
2021
Q4 | $387K | Buy |
6,411
+46
| +0.7% | +$2.78K | 0.1% | 180 |
|
2021
Q3 | $447K | Buy |
6,365
+506
| +9% | +$35.5K | 0.13% | 136 |
|
2021
Q2 | $415K | Buy |
5,859
+252
| +4% | +$17.8K | 0.12% | 150 |
|
2021
Q1 | $408K | Hold |
5,607
| – | – | 0.14% | 140 |
|
2020
Q4 | $346K | Sell |
5,607
-26
| -0.5% | -$1.6K | 0.13% | 142 |
|
2020
Q3 | $243K | Sell |
5,633
-3,578
| -39% | -$154K | 0.11% | 157 |
|
2020
Q2 | $471K | Buy |
9,211
+476
| +5% | +$24.3K | 0.22% | 74 |
|
2020
Q1 | $368K | Sell |
8,735
-8,817
| -50% | -$371K | 0.22% | 85 |
|
2019
Q4 | $1.4M | Buy |
17,552
+10,546
| +151% | +$842K | 0.58% | 34 |
|
2019
Q3 | $484K | Buy |
+7,006
| New | +$484K | 0.25% | 70 |
|
2018
Q4 | – | Sell |
-2,887
| Closed | -$207K | – | 163 |
|
2018
Q3 | $207K | Buy |
+2,887
| New | +$207K | 0.1% | 164 |
|
2018
Q2 | – | Sell |
-6,609
| Closed | -$446K | – | 243 |
|
2018
Q1 | $446K | Buy |
+6,609
| New | +$446K | 0.18% | 78 |
|
2017
Q3 | $115K | Buy |
1,575
+228
| +17% | +$16.6K | 0.05% | 261 |
|
2017
Q2 | $90K | Hold |
1,347
| – | – | 0.04% | 311 |
|
2017
Q1 | $81K | Buy |
1,347
+850
| +171% | +$51.1K | 0.04% | 330 |
|
2016
Q4 | $30K | Sell |
497
-520
| -51% | -$31.4K | 0.01% | 426 |
|
2016
Q3 | $49K | Hold |
1,017
| – | – | 0.03% | 389 |
|
2016
Q2 | $43K | Sell |
1,017
-115
| -10% | -$4.86K | 0.02% | 411 |
|
2016
Q1 | $46K | Buy |
+1,132
| New | +$46K | 0.03% | 359 |
|