Legacy Capital Group California’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Sell |
25,099
-687
| -3% | -$58.5K | 0.59% | 26 |
|
|
2025
Q1 | $1.83M | Buy |
25,786
+10,213
| +66% | +$725K | 0.64% | 24 |
|
|
2024
Q4 | $1.1M | Sell |
15,573
-106
| -0.7% | -$7.46K | 0.33% | 63 |
|
|
2024
Q3 | $982K | Sell |
15,679
-917
| -6% | -$57.4K | 0.33% | 74 |
|
|
2024
Q2 | $1.05M | Buy |
16,596
+169
| +1% | +$10.7K | 0.38% | 63 |
|
|
2024
Q1 | $1.04M | Sell |
16,427
-284
| -2% | -$18K | 0.38% | 69 |
|
|
2023
Q4 | $860K | Buy |
16,711
+1,896
| +13% | +$97.5K | 0.33% | 81 |
|
|
2023
Q3 | $609K | Buy |
14,815
+67
| +0.5% | +$2.76K | 0.26% | 116 |
|
|
2023
Q2 | $679K | Buy |
14,748
+446
| +3% | +$20.5K | 0.28% | 105 |
|
|
2023
Q1 | $671K | Buy |
+14,302
| New | +$671K | 0.33% | 97 |
|