McDonald 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 | $1.97M | Sell |
23,159
-1,850
| -7% | -$157K | 0.47% | 60 |
|
|
2025
Q1 | $1.78M | Hold |
25,009
| – | – | 0.46% | 64 |
|
|
2024
Q4 | $1.76M | Buy |
25,009
+3,640
| +17% | +$256K | 0.45% | 67 |
|
|
2024
Q3 | $1.34M | Buy |
21,369
+1,340
| +7% | +$83.9K | 0.33% | 94 |
|
|
2024
Q2 | $1.27M | Buy |
20,029
+1,400
| +8% | +$88.8K | 0.34% | 84 |
|
|
2024
Q1 | $1.18M | Buy |
18,629
+3,930
| +27% | +$249K | 0.32% | 91 |
|
|
2023
Q4 | $756K | Buy |
14,699
+4,350
| +42% | +$224K | 0.22% | 120 |
|
|
2023
Q3 | $426K | Sell |
10,349
-5,900
| -36% | -$243K | 0.14% | 165 |
|
|
2023
Q2 | $748K | Buy |
16,249
+225
| +1% | +$10.4K | 0.23% | 118 |
|
|
2023
Q1 | $751K | Sell |
16,024
-1,800
| -10% | -$84.4K | 0.24% | 115 |
|
|
2022
Q4 | $806K | Buy |
17,824
+2,794
| +19% | +$126K | 0.28% | 106 |
|
|
2022
Q3 | $626K | Sell |
15,030
-6,195
| -29% | -$258K | 0.24% | 117 |
|
|
2022
Q2 | $976K | Buy |
21,225
+4,535
| +27% | +$209K | 0.25% | 115 |
|
|
2022
Q1 | $891K | Buy |
+16,690
| New | +$891K | 0.19% | 140 |
|
|
2021
Q4 | – | Sell |
-18,757
| Closed | -$1.32M | – | 571 |
|
|
2021
Q3 | $1.32M | Sell |
18,757
-720
| -4% | -$50.5K | 0.31% | 89 |
|
|
2021
Q2 | $1.38M | Buy |
19,477
+1,491
| +8% | +$105K | 0.33% | 90 |
|
|
2021
Q1 | $1.31M | Buy |
17,986
+4,085
| +29% | +$297K | 0.34% | 88 |
|
|
2020
Q4 | $857K | Buy |
+13,901
| New | +$857K | 0.24% | 113 |
|