Mather Group’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Buy |
7,186
+968
| +16% | +$82.4K | 0.01% | 351 |
|
|
2025
Q1 | $441K | Buy |
6,218
+1,450
| +30% | +$103K | 0.01% | 405 |
|
|
2024
Q4 | $336K | Buy |
4,768
+658
| +16% | +$46.3K | ﹤0.01% | 445 |
|
|
2024
Q3 | $257K | Sell |
4,110
-1,512
| -27% | -$94.6K | ﹤0.01% | 502 |
|
|
2024
Q2 | $356K | Buy |
5,622
+2,639
| +88% | +$167K | ﹤0.01% | 490 |
|
|
2024
Q1 | $153K | Buy |
+2,983
| New | +$153K | ﹤0.01% | 595 |
|
|
2023
Q3 | – | Sell |
-6,501
| Closed | -$299K | – | 544 |
|
|
2023
Q2 | $299K | Buy |
+6,501
| New | +$299K | ﹤0.01% | 458 |
|
|
2022
Q4 | – | Sell |
-6,146
| Closed | -$256K | – | 479 |
|
|
2022
Q3 | $256K | Buy |
6,146
+185
| +3% | +$7.71K | 0.01% | 405 |
|
|
2022
Q2 | $274K | Buy |
5,961
+617
| +12% | +$28.4K | 0.01% | 321 |
|
|
2022
Q1 | $285K | Sell |
5,344
-457
| -8% | -$24.4K | 0.01% | 350 |
|
|
2021
Q4 | $350K | Buy |
5,801
+50
| +0.9% | +$3.02K | 0.01% | 276 |
|
|
2021
Q3 | $404K | Sell |
5,751
-1,180
| -17% | -$82.9K | 0.01% | 191 |
|
|
2021
Q2 | $490K | Buy |
6,931
+21
| +0.3% | +$1.49K | 0.01% | 165 |
|
|
2021
Q1 | $503K | Sell |
6,910
-188
| -3% | -$13.7K | 0.01% | 148 |
|
|
2020
Q4 | $438K | Buy |
7,098
+34
| +0.5% | +$2.1K | 0.01% | 147 |
|
|
2020
Q3 | $305K | Sell |
7,064
-1,487
| -17% | -$64.2K | 0.01% | 178 |
|
|
2020
Q2 | $437K | Buy |
+8,551
| New | +$437K | 0.02% | 140 |
|
|
2020
Q1 | – | Sell |
-7,853
| Closed | -$627K | – | 143 |
|
|
2019
Q4 | $627K | Buy |
+7,853
| New | +$627K | 0.04% | 79 |
|