Moneta Group Investment Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $816K | Sell |
9,590
-328
| -3% | -$27.9K | 0.01% | 339 |
|
|
2025
Q1 | $704K | Buy |
9,918
+1,692
| +21% | +$120K | 0.01% | 345 |
|
|
2024
Q4 | $579K | Buy |
8,226
+1,218
| +17% | +$85.7K | 0.01% | 378 |
|
|
2024
Q3 | $439K | Sell |
7,008
-684
| -9% | -$42.8K | 0.01% | 437 |
|
|
2024
Q2 | $488K | Buy |
7,692
+317
| +4% | +$20.1K | 0.01% | 396 |
|
|
2024
Q1 | $466K | Buy |
7,375
+1,444
| +24% | +$91.3K | 0.01% | 391 |
|
|
2023
Q4 | $305K | Buy |
5,931
+345
| +6% | +$17.7K | 0.01% | 443 |
|
|
2023
Q3 | $230K | Sell |
5,586
-405
| -7% | -$16.7K | 0.01% | 461 |
|
|
2023
Q2 | $276K | Sell |
5,991
-1,479
| -20% | -$68.1K | 0.01% | 440 |
|
|
2023
Q1 | $350K | Buy |
7,470
+1,947
| +35% | +$91.3K | 0.01% | 385 |
|
|
2022
Q4 | $288K | Sell |
5,523
-3,068
| -36% | -$160K | 0.01% | 377 |
|
|
2022
Q3 | $358K | Sell |
8,591
-1,542
| -15% | -$64.3K | 0.01% | 317 |
|
|
2022
Q2 | $466K | Sell |
10,133
-822
| -8% | -$37.8K | 0.02% | 309 |
|
|
2022
Q1 | $585K | Sell |
10,955
-3,021
| -22% | -$161K | 0.02% | 275 |
|
|
2021
Q4 | $844K | Buy |
13,976
+767
| +6% | +$46.3K | 0.03% | 232 |
|
|
2021
Q3 | $927K | Buy |
13,209
+389
| +3% | +$27.3K | 0.04% | 201 |
|
|
2021
Q2 | $907K | Buy |
12,820
+3,858
| +43% | +$273K | 0.04% | 206 |
|
|
2021
Q1 | $652K | Buy |
+8,962
| New | +$652K | 0.03% | 224 |
|
|
2020
Q1 | – | Sell |
-15,096
| Closed | -$1.21M | – | 241 |
|
|
2019
Q4 | $1.21M | Sell |
15,096
-2,319
| -13% | -$185K | 0.1% | 109 |
|
|
2019
Q3 | $1.2M | Buy |
17,415
+3,107
| +22% | +$215K | 0.11% | 111 |
|
|
2019
Q2 | $1M | Buy |
14,308
+1,434
| +11% | +$100K | 0.1% | 114 |
|
|
2019
Q1 | $801K | Sell |
12,874
-380
| -3% | -$23.6K | 0.08% | 112 |
|
|
2018
Q4 | $690K | Sell |
13,254
-656
| -5% | -$34.2K | 0.08% | 117 |
|
|
2018
Q3 | $998K | Sell |
13,910
-2,181
| -14% | -$156K | 0.1% | 107 |
|
|
2018
Q2 | $1.08M | Buy |
16,091
+1,294
| +9% | +$86.6K | 0.12% | 103 |
|
|
2018
Q1 | $999K | Buy |
14,797
+231
| +2% | +$15.6K | 0.13% | 79 |
|
|
2017
Q4 | $1.08M | Buy |
14,566
+3,150
| +28% | +$234K | 0.16% | 65 |
|
|
2017
Q3 | $830K | Sell |
11,416
-1,651
| -13% | -$120K | 0.13% | 80 |
|
|
2017
Q2 | $874K | Buy |
13,067
+2,310
| +21% | +$155K | 0.14% | 90 |
|
|
2017
Q1 | $643K | Buy |
10,757
+200
| +2% | +$12K | 0.13% | 75 |
|
|
2016
Q4 | $627K | Buy |
10,557
+300
| +3% | +$17.8K | 0.13% | 74 |
|
|
2016
Q3 | $484K | Hold |
10,257
| – | – | 0.11% | 81 |
|
|
2016
Q2 | $435K | Sell |
10,257
-2,377
| -19% | -$101K | 0.1% | 116 |
|
|
2016
Q1 | $527K | Buy |
12,634
+2,477
| +24% | +$103K | 0.12% | 105 |
|
|
2015
Q4 | $526K | Buy |
10,157
+7,000
| +222% | +$363K | 0.13% | 74 |
|
|
2015
Q3 | $157K | Sell |
3,157
-7,000
| -69% | -$348K | 0.04% | 142 |
|
|
2015
Q2 | $561K | Buy |
10,157
+997
| +11% | +$55.1K | 0.17% | 69 |
|
|
2015
Q1 | $472K | Hold |
9,160
| – | – | 0.2% | 88 |
|
|
2014
Q4 | $496K | Hold |
9,160
| – | – | 0.24% | 74 |
|
|
2014
Q3 | $475K | Buy |
9,160
+2,286
| +33% | +$119K | 0.25% | 68 |
|
|
2014
Q2 | $324K | Sell |
6,874
-9
| -0.1% | -$424 | 0.17% | 100 |
|
|
2014
Q1 | $328K | Buy |
6,883
+700
| +11% | +$33.4K | 0.19% | 88 |
|
|
2013
Q4 | $322K | Sell |
6,183
-26
| -0.4% | -$1.35K | 0.19% | 86 |
|
|
2013
Q3 | $301K | Buy |
6,209
+26
| +0.4% | +$1.26K | 0.2% | 88 |
|
|
2013
Q2 | $297K | Buy |
+6,183
| New | +$297K | 0.21% | 85 |
|