Ironwood 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 | $3.6M | Sell |
42,266
-57
| -0.1% | -$4.85K | 1.75% | 8 |
|
|
2025
Q1 | $3M | Hold |
42,323
| – | – | 1.64% | 10 |
|
|
2024
Q4 | $2.98M | Hold |
42,323
| – | – | 1.48% | 12 |
|
|
2024
Q3 | $2.65M | Buy |
42,323
+8,376
| +25% | +$524K | 1.29% | 18 |
|
|
2024
Q2 | $2.15M | Sell |
33,947
-2,600
| -7% | -$165K | 1.15% | 25 |
|
|
2024
Q1 | $2.31M | Buy |
36,547
+17,225
| +89% | +$1.09M | 1.13% | 25 |
|
|
2023
Q4 | $994K | Buy |
19,322
+338
| +2% | +$17.4K | 0.52% | 54 |
|
|
2023
Q3 | $781K | Buy |
18,984
+3,750
| +25% | +$154K | 0.48% | 61 |
|
|
2023
Q2 | $701K | Buy |
15,234
+1,000
| +7% | +$46K | 0.4% | 71 |
|
|
2023
Q1 | $667K | Buy |
14,234
+2,250
| +19% | +$106K | 0.42% | 77 |
|
|
2022
Q4 | $542K | Buy |
11,984
+1,315
| +12% | +$59.5K | 0.36% | 89 |
|
|
2022
Q3 | $445K | Buy |
10,669
+929
| +10% | +$38.7K | 0.31% | 103 |
|
|
2022
Q2 | $448K | Buy |
9,740
+1,000
| +11% | +$46K | 0.3% | 103 |
|
|
2022
Q1 | $467K | Sell |
8,740
-81
| -0.9% | -$4.33K | 0.25% | 118 |
|
|
2021
Q4 | $533K | Sell |
8,821
-400
| -4% | -$24.2K | 0.26% | 116 |
|
|
2021
Q3 | $647K | Sell |
9,221
-150
| -2% | -$10.5K | 0.34% | 102 |
|
|
2021
Q2 | $663K | Hold |
9,371
| – | – | 0.33% | 102 |
|
|
2021
Q1 | $682K | Sell |
9,371
-58
| -0.6% | -$4.22K | 0.36% | 100 |
|
|
2020
Q4 | $581K | Sell |
9,429
-900
| -9% | -$55.5K | 0.34% | 100 |
|
|
2020
Q3 | $445K | Sell |
10,329
-3,700
| -26% | -$159K | 0.32% | 109 |
|
|
2020
Q2 | $717K | Buy |
14,029
+5,014
| +56% | +$256K | 0.56% | 72 |
|
|
2020
Q1 | $380K | Hold |
9,015
| – | – | 0.38% | 101 |
|
|
2019
Q4 | $720K | Sell |
9,015
-26
| -0.3% | -$2.08K | 0.5% | 70 |
|
|
2019
Q3 | $625K | Buy |
9,041
+128
| +1% | +$8.85K | 0.47% | 79 |
|
|
2019
Q2 | $624K | Buy |
8,913
+1,500
| +20% | +$105K | 0.49% | 80 |
|
|
2019
Q1 | $461K | Hold |
7,413
| – | – | 0.37% | 101 |
|
|
2018
Q4 | $386K | Buy |
7,413
+72
| +1% | +$3.75K | 0.36% | 106 |
|
|
2018
Q3 | $527K | Hold |
7,341
| – | – | 0.37% | 100 |
|
|
2018
Q2 | $491K | Buy |
7,341
+4,341
| +145% | +$290K | 0.35% | 109 |
|
|
2018
Q1 | $202K | Hold |
3,000
| – | – | 0.15% | 150 |
|
|
2017
Q4 | $223K | Hold |
3,000
| – | – | 0.16% | 150 |
|
|
2017
Q3 | $218K | Hold |
3,000
| – | – | 0.15% | 150 |
|
|
2017
Q2 | $201K | Buy |
+3,000
| New | +$201K | 0.15% | 157 |
|