KCM Investment 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 | $681K | Buy |
7,995
+456
| +6% | +$38.8K | 0.02% | 243 |
|
|
2025
Q1 | $535K | Sell |
7,539
-145
| -2% | -$10.3K | 0.02% | 253 |
|
|
2024
Q4 | $541K | Buy |
7,684
+59
| +0.8% | +$4.15K | 0.02% | 250 |
|
|
2024
Q3 | $477K | Buy |
7,625
+71
| +0.9% | +$4.44K | 0.02% | 269 |
|
|
2024
Q2 | $479K | Buy |
7,554
+107
| +1% | +$6.79K | 0.02% | 259 |
|
|
2024
Q1 | $471K | Buy |
7,447
+1,224
| +20% | +$77.4K | 0.02% | 262 |
|
|
2023
Q4 | $320K | Buy |
6,223
+69
| +1% | +$3.55K | 0.01% | 306 |
|
|
2023
Q3 | $253K | Sell |
6,154
-2,305
| -27% | -$94.8K | 0.01% | 332 |
|
|
2023
Q2 | $389K | Sell |
8,459
-223
| -3% | -$10.3K | 0.02% | 285 |
|
|
2023
Q1 | $407K | Buy |
8,682
+105
| +1% | +$4.92K | 0.02% | 292 |
|
|
2022
Q4 | $388K | Buy |
8,577
+1,806
| +27% | +$81.7K | 0.02% | 293 |
|
|
2022
Q3 | $282K | Sell |
6,771
-167
| -2% | -$6.96K | 0.01% | 318 |
|
|
2022
Q2 | $319K | Sell |
6,938
-648
| -9% | -$29.8K | 0.01% | 320 |
|
|
2022
Q1 | $405K | Sell |
7,586
-1,959
| -21% | -$105K | 0.01% | 317 |
|
|
2021
Q4 | $576K | Buy |
9,545
+45
| +0.5% | +$2.72K | 0.02% | 271 |
|
|
2021
Q3 | $667K | Buy |
9,500
+57
| +0.6% | +$4K | 0.03% | 239 |
|
|
2021
Q2 | $668K | Buy |
9,443
+266
| +3% | +$18.8K | 0.03% | 235 |
|
|
2021
Q1 | $668K | Buy |
9,177
+1,215
| +15% | +$88.4K | 0.03% | 229 |
|
|
2020
Q4 | $491K | Buy |
7,962
+75
| +1% | +$4.63K | 0.02% | 240 |
|
|
2020
Q3 | $340K | Sell |
7,887
-177
| -2% | -$7.63K | 0.02% | 258 |
|
|
2020
Q2 | $412K | Buy |
8,064
+400
| +5% | +$20.4K | 0.02% | 243 |
|
|
2020
Q1 | $323K | Sell |
7,664
-831
| -10% | -$35K | 0.02% | 259 |
|
|
2019
Q4 | $679K | Sell |
8,495
-33
| -0.4% | -$2.64K | 0.04% | 214 |
|
|
2019
Q3 | $589K | Buy |
8,528
+39
| +0.5% | +$2.69K | 0.03% | 215 |
|
|
2019
Q2 | $594K | Buy |
8,489
+400
| +5% | +$28K | 0.04% | 218 |
|
|
2019
Q1 | $503K | Buy |
8,089
+1,949
| +32% | +$121K | 0.03% | 223 |
|
|
2018
Q4 | $320K | Sell |
6,140
-2,437
| -28% | -$127K | 0.02% | 404 |
|
|
2018
Q3 | $615K | Buy |
8,577
+712
| +9% | +$51.1K | 0.04% | 316 |
|
|
2018
Q2 | $526K | Buy |
7,865
+1,862
| +31% | +$125K | 0.03% | 341 |
|
|
2018
Q1 | $405K | Sell |
6,003
-125
| -2% | -$8.43K | 0.02% | 390 |
|
|
2017
Q4 | $456K | Sell |
6,128
-10
| -0.2% | -$744 | 0.03% | 364 |
|
|
2017
Q3 | $446K | Buy |
6,138
+37
| +0.6% | +$2.69K | 0.03% | 368 |
|
|
2017
Q2 | $408K | Sell |
6,101
-200
| -3% | -$13.4K | 0.03% | 384 |
|
|
2017
Q1 | $377K | Hold |
6,301
| – | – | 0.02% | 400 |
|
|
2016
Q4 | $374K | Buy |
6,301
+547
| +10% | +$32.5K | 0.03% | 400 |
|
|
2016
Q3 | $272K | Sell |
5,754
-27
| -0.5% | -$1.28K | 0.02% | 460 |
|
|
2016
Q2 | $245K | Buy |
5,781
+341
| +6% | +$14.5K | 0.02% | 471 |
|
|
2016
Q1 | $227K | Buy |
5,440
+450
| +9% | +$18.8K | 0.02% | 479 |
|
|
2015
Q4 | $258K | Sell |
4,990
-779
| -14% | -$40.3K | 0.02% | 441 |
|
|
2015
Q3 | $286K | Buy |
5,769
+551
| +11% | +$27.3K | 0.02% | 425 |
|
|
2015
Q2 | $288K | Sell |
5,218
-1,093
| -17% | -$60.3K | 0.02% | 442 |
|
|
2015
Q1 | $325K | Sell |
6,311
-1,213
| -16% | -$62.5K | 0.03% | 411 |
|
|
2014
Q4 | $407K | Buy |
7,524
+225
| +3% | +$12.2K | 0.03% | 367 |
|
|
2014
Q3 | $378K | Sell |
7,299
-15,773
| -68% | -$817K | 0.03% | 371 |
|
|
2014
Q2 | $1.09M | Buy |
23,072
+522
| +2% | +$24.6K | 0.1% | 222 |
|
|
2014
Q1 | $1.07M | Buy |
22,550
+2,819
| +14% | +$134K | 0.11% | 213 |
|
|
2013
Q4 | $1.03M | Buy |
19,731
+3,219
| +19% | +$168K | 0.11% | 208 |
|
|
2013
Q3 | $801K | Buy |
16,512
+1,866
| +13% | +$90.5K | 0.1% | 233 |
|
|
2013
Q2 | $703K | Buy |
+14,646
| New | +$703K | 0.09% | 235 |
|