Kathmere Capital 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 | $1.72M | Buy |
20,246
+8,248
| +69% | +$702K | 0.13% | 111 |
|
2025
Q1 | $852K | Buy |
11,998
+1,189
| +11% | +$84.4K | 0.07% | 165 |
|
2024
Q4 | $761K | Buy |
10,809
+987
| +10% | +$69.5K | 0.07% | 161 |
|
2024
Q3 | $615K | Buy |
9,822
+470
| +5% | +$29.4K | 0.06% | 173 |
|
2024
Q2 | $593K | Buy |
9,352
+347
| +4% | +$22K | 0.06% | 159 |
|
2024
Q1 | $569K | Buy |
9,005
+1,920
| +27% | +$121K | 0.07% | 150 |
|
2023
Q4 | $364K | Buy |
+7,085
| New | +$364K | 0.05% | 173 |
|
2023
Q3 | – | Sell |
-7,420
| Closed | -$342K | – | 267 |
|
2023
Q2 | $342K | Buy |
7,420
+880
| +13% | +$40.5K | 0.05% | 153 |
|
2023
Q1 | $307K | Buy |
+6,540
| New | +$307K | 0.05% | 149 |
|
2022
Q4 | – | Sell |
-5,535
| Closed | -$231K | – | 203 |
|
2022
Q3 | $231K | Buy |
5,535
+601
| +12% | +$25.1K | 0.05% | 142 |
|
2022
Q2 | $227K | Buy |
+4,934
| New | +$227K | 0.04% | 151 |
|
2021
Q1 | – | Sell |
-271
| Closed | -$17K | – | 166 |
|
2020
Q4 | $17K | Buy |
271
+71
| +36% | +$4.45K | ﹤0.01% | 291 |
|
2020
Q3 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 306 |
|