Key Financial Inc’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Buy |
3,868
+52
| +1% | +$4.43K | 0.07% | 212 |
|
|
2025
Q1 | $271K | Hold |
3,816
| – | – | 0.06% | 223 |
|
|
2024
Q4 | $269K | Buy |
3,816
+111
| +3% | +$7.81K | 0.06% | 212 |
|
|
2024
Q3 | $232K | Buy |
3,705
+12
| +0.3% | +$751 | 0.05% | 233 |
|
|
2024
Q2 | $234K | Buy |
3,693
+182
| +5% | +$11.6K | 0.06% | 221 |
|
|
2024
Q1 | $222K | Sell |
3,511
-14
| -0.4% | -$885 | 0.06% | 219 |
|
|
2023
Q4 | $181K | Sell |
3,525
-31
| -0.9% | -$1.6K | 0.05% | 229 |
|
|
2023
Q3 | $146K | Sell |
3,556
-88
| -2% | -$3.62K | 0.05% | 239 |
|
|
2023
Q2 | $168K | Buy |
3,644
+88
| +2% | +$4.05K | 0.06% | 227 |
|
|
2023
Q1 | $167K | Sell |
3,556
-75
| -2% | -$3.52K | 0.06% | 219 |
|
|
2022
Q4 | $151K | Hold |
3,631
| – | – | 0.07% | 193 |
|
|
2022
Q3 | $151K | Buy |
3,631
+3,388
| +1,394% | +$141K | 0.07% | 196 |
|
|
2022
Q2 | $11K | Hold |
243
| – | – | 0.01% | 602 |
|
|
2022
Q1 | $13K | Sell |
243
-761
| -76% | -$40.7K | 0.01% | 562 |
|
|
2021
Q4 | $61K | Buy |
1,004
+75
| +8% | +$4.56K | 0.03% | 318 |
|
|
2021
Q3 | $65K | Hold |
929
| – | – | 0.04% | 302 |
|
|
2021
Q2 | $63K | Buy |
929
+140
| +18% | +$9.49K | 0.04% | 313 |
|
|
2021
Q1 | $57K | Buy |
789
+82
| +12% | +$5.92K | 0.04% | 258 |
|
|
2020
Q4 | $44K | Buy |
+707
| New | +$44K | 0.03% | 262 |
|
|
2020
Q2 | – | Sell |
-1,101
| Closed | -$49K | – | 169 |
|
|
2020
Q1 | $49K | Buy |
+1,101
| New | +$49K | 0.05% | 214 |
|