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 |
|