Krilogy Financial’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
12,976
+2,215
+21% +$189K 0.06% 175
2025
Q1
$764K Buy
+10,761
New +$764K 0.05% 182
2024
Q3
Sell
-11,596
Closed -$736K 215
2024
Q2
$736K Buy
11,596
+1,449
+14% +$92K 0.05% 186
2024
Q1
$642K Buy
+10,147
New +$642K 0.05% 190
2023
Q2
Sell
-4,625
Closed -$217K 222
2023
Q1
$217K Sell
4,625
-249
-5% -$11.7K 0.02% 375
2022
Q4
$220K Sell
4,874
-1,828
-27% -$82.7K 0.02% 354
2022
Q3
$279K Sell
6,702
-1,697
-20% -$70.6K 0.03% 262
2022
Q2
$386K Buy
8,399
+688
+9% +$31.6K 0.04% 231
2022
Q1
$412K Sell
7,711
-18,153
-70% -$970K 0.04% 225
2021
Q4
$1.56M Buy
25,864
+125
+0.5% +$7.55K 0.16% 91
2021
Q3
$1.81M Buy
25,739
+687
+3% +$48.2K 0.18% 80
2021
Q2
$1.77M Buy
25,052
+1,407
+6% +$99.5K 0.18% 81
2021
Q1
$1.72M Sell
23,645
-98
-0.4% -$7.13K 0.18% 76
2020
Q4
$1.46M Buy
23,743
+1,951
+9% +$120K 0.18% 81
2020
Q3
$939K Buy
21,792
+17,399
+396% +$750K 0.13% 107
2020
Q2
$224K Buy
+4,393
New +$224K 0.03% 200
2020
Q1
Sell
-6,489
Closed -$518K 191
2019
Q4
$518K Buy
6,489
+1,129
+21% +$90.1K 0.09% 123
2019
Q3
$370K Sell
5,360
-210
-4% -$14.5K 0.07% 132
2019
Q2
$390K Buy
5,570
+1,044
+23% +$73.1K 0.07% 124
2019
Q1
$282K Sell
4,526
-1,795
-28% -$112K 0.06% 143
2018
Q4
$329K Sell
6,321
-544
-8% -$28.3K 0.09% 94
2018
Q3
$493K Buy
6,865
+1,801
+36% +$129K 0.11% 74
2018
Q2
$339K Sell
5,064
-1,059
-17% -$70.9K 0.09% 101
2018
Q1
$413K Buy
6,123
+28
+0.5% +$1.89K 0.1% 98
2017
Q4
$454K Sell
6,095
-1,197
-16% -$89.2K 0.11% 86
2017
Q3
$530K Sell
7,292
-105
-1% -$7.63K 0.14% 71
2017
Q2
$495K Sell
7,397
-92
-1% -$6.16K 0.14% 70
2017
Q1
$445K Hold
7,489
0.14% 73
2016
Q4
$445K Buy
7,489
+587
+9% +$34.9K 0.14% 73
2016
Q3
$326K Sell
6,902
-283
-4% -$13.4K 0.1% 91
2016
Q2
$305K Buy
7,185
+1,151
+19% +$48.9K 0.11% 94
2016
Q1
$252K Buy
+6,034
New +$252K 0.1% 88
2015
Q4
Sell
-5,113
Closed -$254K 431
2015
Q3
$254K Buy
+5,113
New +$254K 0.12% 70