Merit Financial 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 | $6.76M | Buy |
79,384
+15,914
| +25% | +$1.35M | 0.08% | 204 |
|
2025
Q1 | $4.51M | Buy |
63,470
+36,001
| +131% | +$2.56M | 0.07% | 241 |
|
2024
Q4 | $1.93M | Buy |
27,469
+20,512
| +295% | +$1.44M | 0.03% | 360 |
|
2024
Q3 | $436K | Sell |
6,957
-13,078
| -65% | -$819K | 0.01% | 583 |
|
2024
Q2 | $1.27M | Sell |
20,035
-3,845
| -16% | -$244K | 0.03% | 356 |
|
2024
Q1 | $1.47M | Buy |
23,880
+10,597
| +80% | +$652K | 0.04% | 321 |
|
2023
Q4 | $683K | Buy |
13,283
+3,441
| +35% | +$177K | 0.02% | 406 |
|
2023
Q3 | $405K | Buy |
9,842
+1,615
| +20% | +$66.4K | 0.01% | 503 |
|
2023
Q2 | $379K | Buy |
+8,227
| New | +$379K | 0.01% | 524 |
|
2023
Q1 | – | Sell |
-8,324
| Closed | -$376K | – | 646 |
|
2022
Q4 | $376K | Buy |
8,324
+1,330
| +19% | +$60.2K | 0.01% | 481 |
|
2022
Q3 | $291K | Sell |
6,994
-11,437
| -62% | -$476K | 0.01% | 446 |
|
2022
Q2 | $848K | Buy |
+18,431
| New | +$848K | 0.03% | 274 |
|
2018
Q1 | – | Sell |
-6,046
| Closed | -$449K | – | 112 |
|
2017
Q4 | $449K | Buy |
+6,046
| New | +$449K | 0.1% | 47 |
|