MA
MONECO Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Buy |
8,204
+1,391
| +20% | +$118K | 0.07% | 233 |
|
|
2025
Q1 | $484K | Buy |
6,813
+147
| +2% | +$10.4K | 0.05% | 289 |
|
|
2024
Q4 | $469K | Buy |
6,666
+970
| +17% | +$68.3K | 0.05% | 288 |
|
|
2024
Q3 | $357K | Buy |
5,696
+154
| +3% | +$9.64K | 0.04% | 316 |
|
|
2024
Q2 | $352K | Buy |
5,542
+157
| +3% | +$9.96K | 0.05% | 295 |
|
|
2024
Q1 | $341K | Buy |
5,385
+872
| +19% | +$55.1K | 0.05% | 293 |
|
|
2023
Q4 | $232K | Buy |
+4,513
| New | +$232K | 0.04% | 335 |
|
|
2023
Q3 | – | Sell |
-4,509
| Closed | -$208K | – | 336 |
|
|
2023
Q2 | $208K | Buy |
4,509
+27
| +0.6% | +$1.24K | 0.06% | 322 |
|
|
2023
Q1 | $210K | Sell |
4,482
-1,778
| -28% | -$83.4K | 0.06% | 305 |
|
|
2022
Q4 | $283K | Buy |
+6,260
| New | +$283K | 0.1% | 200 |
|
|
2022
Q3 | – | Sell |
-7,513
| Closed | -$346K | – | 248 |
|
|
2022
Q2 | $346K | Buy |
7,513
+3,639
| +94% | +$168K | 0.13% | 158 |
|
|
2022
Q1 | $207K | Buy |
+3,874
| New | +$207K | 0.08% | 229 |
|
|
2020
Q1 | – | Sell |
-9,465
| Closed | -$768K | – | 121 |
|
|
2019
Q4 | $768K | Hold |
9,465
| – | – | 0.55% | 44 |
|
|
2019
Q3 | $654K | Buy |
9,465
+86
| +0.9% | +$5.94K | 0.51% | 45 |
|
|
2019
Q2 | $657K | Buy |
9,379
+42
| +0.4% | +$2.94K | 0.53% | 44 |
|
|
2019
Q1 | $581K | Buy |
+9,337
| New | +$581K | 0.47% | 47 |
|