Keel Point’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $766K | Buy |
9,002
+431
| +5% | +$36.7K | 0.05% | 218 |
|
|
2025
Q1 | $608K | Buy |
8,571
+1,396
| +19% | +$99.1K | 0.05% | 209 |
|
|
2024
Q4 | $505K | Sell |
7,175
-454
| -6% | -$32K | 0.04% | 235 |
|
|
2024
Q3 | $478K | Sell |
7,629
-367
| -5% | -$23K | 0.04% | 249 |
|
|
2024
Q2 | $465K | Buy |
7,996
+2,266
| +40% | +$132K | 0.04% | 242 |
|
|
2024
Q1 | $362K | Buy |
5,730
+1,023
| +22% | +$64.7K | 0.04% | 257 |
|
|
2023
Q4 | $242K | Buy |
+4,707
| New | +$242K | 0.03% | 295 |
|
|
2022
Q4 | – | Sell |
-5,436
| Closed | -$227K | – | 297 |
|
|
2022
Q3 | $227K | Sell |
5,436
-332
| -6% | -$13.9K | 0.04% | 222 |
|
|
2022
Q2 | $307K | Sell |
5,768
-89
| -2% | -$4.74K | 0.05% | 195 |
|
|
2022
Q1 | $313K | Buy |
5,857
+269
| +5% | +$14.4K | 0.05% | 196 |
|
|
2021
Q4 | $337K | Buy |
5,588
+1,163
| +26% | +$70.1K | 0.04% | 190 |
|
|
2021
Q3 | $311K | Buy |
4,425
+38
| +0.9% | +$2.67K | 0.04% | 188 |
|
|
2021
Q2 | $310K | Sell |
4,387
-125
| -3% | -$8.83K | 0.03% | 190 |
|
|
2021
Q1 | $328K | Sell |
4,512
-7,017
| -61% | -$510K | 0.03% | 191 |
|
|
2020
Q4 | $711K | Sell |
11,529
-2,651
| -19% | -$163K | 0.06% | 129 |
|
|
2020
Q3 | $611K | Buy |
14,180
+1,662
| +13% | +$71.6K | 0.06% | 118 |
|
|
2020
Q2 | $640K | Sell |
12,518
-5,227
| -29% | -$267K | 0.07% | 106 |
|
|
2020
Q1 | $747K | Buy |
17,745
+6,506
| +58% | +$274K | 0.1% | 92 |
|
|
2019
Q4 | $898K | Buy |
11,239
+34
| +0.3% | +$2.72K | 0.1% | 88 |
|
|
2019
Q3 | $774K | Sell |
11,205
-857
| -7% | -$59.2K | 0.09% | 93 |
|
|
2019
Q2 | $845K | Buy |
12,062
+173
| +1% | +$12.1K | 0.1% | 96 |
|
|
2019
Q1 | $740K | Buy |
11,889
+303
| +3% | +$18.9K | 0.09% | 100 |
|
|
2018
Q4 | $603K | Sell |
11,586
-1,146
| -9% | -$59.6K | 0.08% | 101 |
|
|
2018
Q3 | $913K | Sell |
12,732
-1,533
| -11% | -$110K | 0.11% | 58 |
|
|
2018
Q2 | $955K | Buy |
14,265
+33
| +0.2% | +$2.21K | 0.13% | 57 |
|
|
2018
Q1 | $961K | Sell |
14,232
-72
| -0.5% | -$4.86K | 0.13% | 54 |
|
|
2017
Q4 | $1.06M | Sell |
14,304
-928
| -6% | -$69K | 0.15% | 54 |
|
|
2017
Q3 | $1.11M | Buy |
15,232
+538
| +4% | +$39.1K | 0.17% | 53 |
|
|
2017
Q2 | $983K | Buy |
14,694
+143
| +1% | +$9.57K | 0.2% | 50 |
|
|
2017
Q1 | $870K | Sell |
14,551
-1,318
| -8% | -$78.8K | 0.18% | 59 |
|
|
2016
Q4 | $943K | Sell |
15,869
-2,949
| -16% | -$175K | 0.21% | 50 |
|
|
2016
Q3 | $889K | Sell |
18,818
-94
| -0.5% | -$4.44K | 0.34% | 44 |
|
|
2016
Q2 | $802K | Sell |
18,912
-294
| -2% | -$12.5K | 0.35% | 48 |
|
|
2016
Q1 | $802K | Buy |
19,206
+1,106
| +6% | +$46.2K | 0.4% | 44 |
|
|
2015
Q4 | $937K | Sell |
18,100
-361
| -2% | -$18.7K | 0.51% | 35 |
|
|
2015
Q3 | $916K | Sell |
18,461
-242
| -1% | -$12K | 0.51% | 33 |
|
|
2015
Q2 | $1.05M | Sell |
18,703
-717
| -4% | -$40.3K | 0.5% | 34 |
|
|
2015
Q1 | $1M | Buy |
+19,420
| New | +$1M | 0.5% | 35 |
|