KMG Fiduciary Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $909K | Sell |
10,677
-1,871
| -15% | -$159K | 0.07% | 190 |
|
|
2025
Q1 | $891K | Sell |
12,548
-27,824
| -69% | -$1.98M | 0.07% | 189 |
|
|
2024
Q4 | $2.84M | Sell |
40,372
-430
| -1% | -$30.3K | 0.24% | 99 |
|
|
2024
Q3 | $2.55M | Buy |
40,802
+182
| +0.4% | +$11.4K | 0.22% | 104 |
|
|
2024
Q2 | $2.58M | Sell |
40,620
-521
| -1% | -$33.1K | 0.25% | 86 |
|
|
2024
Q1 | $2.6M | Sell |
41,141
-8,955
| -18% | -$566K | 0.27% | 84 |
|
|
2023
Q4 | $2.58M | Buy |
50,096
+1,914
| +4% | +$98.5K | 0.3% | 83 |
|
|
2023
Q3 | $1.98M | Buy |
48,182
+1,711
| +4% | +$70.4K | 0.26% | 91 |
|
|
2023
Q2 | $2.14M | Buy |
46,471
+9,256
| +25% | +$426K | 0.28% | 87 |
|
|
2023
Q1 | $1.75M | Buy |
37,215
+14,675
| +65% | +$688K | 0.25% | 102 |
|
|
2022
Q4 | $1.02M | Buy |
22,540
+1,324
| +6% | +$59.9K | 0.17% | 120 |
|
|
2022
Q3 | $884K | Buy |
21,216
+1,005
| +5% | +$41.9K | 0.17% | 110 |
|
|
2022
Q2 | $930K | Buy |
20,211
+8,215
| +68% | +$378K | 0.17% | 109 |
|
|
2022
Q1 | $641K | Buy |
+11,996
| New | +$641K | 0.1% | 131 |
|
|
2020
Q2 | – | Sell |
-19,841
| Closed | -$836K | – | 131 |
|
|
2020
Q1 | $836K | Buy |
+19,841
| New | +$836K | 0.27% | 75 |
|