Klingman & Associates’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
18,276
+14,634
| +402% | +$1.25M | 0.09% | 90 |
|
|
2025
Q1 | $259K | Sell |
3,642
-237
| -6% | -$16.8K | 0.02% | 235 |
|
|
2024
Q4 | $273K | Buy |
3,879
+684
| +21% | +$48.1K | 0.02% | 213 |
|
|
2024
Q3 | $200K | Sell |
3,195
-46
| -1% | -$2.88K | 0.01% | 260 |
|
|
2024
Q2 | $206K | Buy |
+3,241
| New | +$206K | 0.01% | 237 |
|
|
2017
Q2 | – | Sell |
-3,897
| Closed | -$233K | – | 96 |
|
|
2017
Q1 | $233K | Sell |
3,897
-1,236
| -24% | -$73.9K | 0.06% | 87 |
|
|
2016
Q4 | $305K | Sell |
5,133
-659
| -11% | -$39.2K | 0.09% | 75 |
|
|
2016
Q3 | $274K | Hold |
5,792
| – | – | 0.08% | 80 |
|
|
2016
Q2 | $246K | Sell |
5,792
-5
| -0.1% | -$212 | 0.08% | 82 |
|
|
2016
Q1 | $242K | Hold |
5,797
| – | – | 0.09% | 83 |
|
|
2015
Q4 | $300K | Hold |
5,797
| – | – | 0.11% | 84 |
|
|
2015
Q3 | $287K | Hold |
5,797
| – | – | 0.11% | 85 |
|
|
2015
Q2 | $320K | Hold |
5,797
| – | – | 0.13% | 70 |
|
|
2015
Q1 | $299K | Sell |
5,797
-370
| -6% | -$19.1K | 0.12% | 71 |
|
|
2014
Q4 | $333K | Buy |
+6,167
| New | +$333K | 0.14% | 67 |
|