Morningstar Investment Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $562K | Buy |
+6,608
| New | +$562K | 0.05% | 109 |
|
|
2025
Q1 | – | Sell |
-7,324
| Closed | -$516K | – | 96 |
|
|
2024
Q4 | $516K | Sell |
7,324
-17,080
| -70% | -$1.2M | 0.04% | 125 |
|
|
2024
Q3 | $1.61M | Sell |
24,404
-14,406
| -37% | -$951K | 0.16% | 58 |
|
|
2024
Q2 | $2.46M | Sell |
38,810
-9,656
| -20% | -$613K | 0.26% | 44 |
|
|
2024
Q1 | $3.07M | Sell |
48,466
-2,662
| -5% | -$168K | 0.33% | 37 |
|
|
2023
Q4 | $2.63M | Buy |
+51,128
| New | +$2.63M | 0.3% | 43 |
|