Kestra Advisory Services’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
140,005
+10,160
| +8% | +$865K | 0.06% | 324 |
|
|
2025
Q1 | $9.22M | Sell |
129,845
-45,881
| -26% | -$3.26M | 0.04% | 372 |
|
|
2024
Q4 | $12.4M | Sell |
175,726
-159,555
| -48% | -$11.2M | 0.07% | 302 |
|
|
2024
Q3 | $21M | Buy |
335,281
+14,359
| +4% | +$899K | 0.12% | 185 |
|
|
2024
Q2 | $20.4M | Buy |
320,922
+154,102
| +92% | +$9.78M | 0.11% | 191 |
|
|
2024
Q1 | $10.5M | Buy |
166,820
+19,678
| +13% | +$1.24M | 0.07% | 298 |
|
|
2023
Q4 | $7.57M | Sell |
147,142
-10,244
| -7% | -$527K | 0.06% | 333 |
|
|
2023
Q3 | $6.47M | Buy |
157,386
+21,827
| +16% | +$898K | 0.06% | 318 |
|
|
2023
Q2 | $6.24M | Sell |
135,559
-9,366
| -6% | -$431K | 0.06% | 320 |
|
|
2023
Q1 | $6.8M | Sell |
144,925
-82,771
| -36% | -$3.88M | 0.07% | 281 |
|
|
2022
Q4 | $10.3M | Buy |
227,696
+55,347
| +32% | +$2.5M | 0.09% | 247 |
|
|
2022
Q3 | $7.18M | Sell |
172,349
-23,482
| -12% | -$979K | 0.08% | 277 |
|
|
2022
Q2 | $9.01M | Buy |
195,831
+39,830
| +26% | +$1.83M | 0.09% | 227 |
|
|
2022
Q1 | $8.33M | Sell |
156,001
-2,359
| -1% | -$126K | 0.09% | 255 |
|
|
2021
Q4 | $9.56M | Sell |
158,360
-150,826
| -49% | -$9.11M | 0.1% | 233 |
|
|
2021
Q3 | $21.7M | Buy |
309,186
+165,302
| +115% | +$11.6M | 0.22% | 103 |
|
|
2021
Q2 | $10.2M | Buy |
143,884
+5,717
| +4% | +$404K | 0.12% | 203 |
|
|
2021
Q1 | $10.1M | Sell |
138,167
-69,902
| -34% | -$5.09M | 0.13% | 184 |
|
|
2020
Q4 | $12.7M | Buy |
208,069
+149,754
| +257% | +$9.11M | 0.15% | 165 |
|
|
2020
Q3 | $2.53M | Buy |
+58,315
| New | +$2.53M | 0.05% | 370 |
|