MSH Capital 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 | $493K | Sell |
5,795
-2
| -0% | -$170 | 0.14% | 164 |
|
|
2025
Q1 | $412K | Sell |
5,797
-60
| -1% | -$4.26K | 0.13% | 167 |
|
|
2024
Q4 | $412K | Sell |
5,857
-103
| -2% | -$7.25K | 0.13% | 167 |
|
|
2024
Q3 | $373K | Sell |
5,960
-1,293
| -18% | -$80.9K | 0.11% | 172 |
|
|
2024
Q2 | $460K | Buy |
7,253
+504
| +7% | +$32K | 0.15% | 140 |
|
|
2024
Q1 | $427K | Sell |
6,749
-148
| -2% | -$9.36K | 0.15% | 145 |
|
|
2023
Q4 | $355K | Sell |
6,897
-104
| -1% | -$5.35K | 0.13% | 152 |
|
|
2023
Q3 | $288K | Sell |
7,001
-1,923
| -22% | -$79.1K | 0.11% | 173 |
|
|
2023
Q2 | $411K | Sell |
8,924
-727
| -8% | -$33.5K | 0.15% | 147 |
|
|
2023
Q1 | $453K | Buy |
9,651
+3,343
| +53% | +$157K | 0.19% | 120 |
|
|
2022
Q4 | $285K | Sell |
6,308
-304
| -5% | -$13.7K | 0.13% | 157 |
|
|
2022
Q3 | $276K | Buy |
6,612
+3
| +0% | +$125 | 0.14% | 154 |
|
|
2022
Q2 | $304K | Buy |
6,609
+320
| +5% | +$14.7K | 0.14% | 143 |
|
|
2022
Q1 | $336K | Buy |
6,289
+14
| +0.2% | +$748 | 0.14% | 147 |
|
|
2021
Q4 | $379K | Buy |
+6,275
| New | +$379K | 0.17% | 125 |
|