Mutual 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 | $1.77M | Buy |
18,467
+405
| +2% | +$38.9K | 0.04% | 351 |
|
|
2025
Q1 | $1.24M | Buy |
18,062
+481
| +3% | +$32.9K | 0.04% | 397 |
|
|
2024
Q4 | $1.38M | Buy |
17,581
+1,418
| +9% | +$111K | 0.04% | 380 |
|
|
2024
Q3 | $1.02M | Buy |
16,163
+458
| +3% | +$28.9K | 0.03% | 480 |
|
|
2024
Q2 | $1.01M | Buy |
15,705
+634
| +4% | +$40.8K | 0.03% | 484 |
|
|
2024
Q1 | $953K | Buy |
15,071
+5,603
| +59% | +$354K | 0.03% | 487 |
|
|
2023
Q4 | $487K | Sell |
9,468
-623
| -6% | -$32K | 0.02% | 660 |
|
|
2023
Q3 | $415K | Sell |
10,091
-1,541
| -13% | -$63.4K | 0.02% | 674 |
|
|
2023
Q2 | $536K | Buy |
11,632
+76
| +0.7% | +$3.5K | 0.02% | 617 |
|
|
2023
Q1 | $542K | Buy |
11,556
+465
| +4% | +$21.8K | 0.02% | 595 |
|
|
2022
Q4 | $502K | Sell |
11,091
-278
| -2% | -$12.6K | 0.02% | 588 |
|
|
2022
Q3 | $474K | Buy |
11,369
+1,658
| +17% | +$69.1K | 0.02% | 573 |
|
|
2022
Q2 | $447K | Buy |
9,711
+3,116
| +47% | +$143K | 0.03% | 564 |
|
|
2022
Q1 | $352K | Sell |
6,595
-297
| -4% | -$15.9K | 0.02% | 666 |
|
|
2021
Q4 | $416K | Sell |
6,892
-5
| -0.1% | -$302 | 0.02% | 631 |
|
|
2021
Q3 | $484K | Buy |
6,897
+881
| +15% | +$61.8K | 0.03% | 549 |
|
|
2021
Q2 | $426K | Buy |
6,016
+1,192
| +25% | +$84.4K | 0.03% | 583 |
|
|
2021
Q1 | $351K | Sell |
4,824
-859
| -15% | -$62.5K | 0.02% | 586 |
|
|
2020
Q4 | $350K | Sell |
5,683
-7,242
| -56% | -$446K | 0.03% | 563 |
|
|
2020
Q3 | $557K | Buy |
12,925
+8,352
| +183% | +$360K | 0.05% | 400 |
|
|
2020
Q2 | $234K | Buy |
+4,573
| New | +$234K | 0.02% | 563 |
|
|
2020
Q1 | – | Sell |
-4,534
| Closed | -$362K | – | 575 |
|
|
2019
Q4 | $362K | Buy |
4,534
+14
| +0.3% | +$1.12K | 0.04% | 421 |
|
|
2019
Q3 | $312K | Sell |
4,520
-617
| -12% | -$42.6K | 0.04% | 410 |
|
|
2019
Q2 | $360K | Buy |
5,137
+68
| +1% | +$4.77K | 0.05% | 397 |
|
|
2019
Q1 | $315K | Buy |
5,069
+611
| +14% | +$38K | 0.05% | 357 |
|
|
2018
Q4 | $232K | Buy |
4,458
+56
| +1% | +$2.91K | 0.05% | 376 |
|
|
2018
Q3 | $316K | Sell |
4,402
-70
| -2% | -$5.03K | 0.05% | 357 |
|
|
2018
Q2 | $299K | Sell |
4,472
-36
| -0.8% | -$2.41K | 0.07% | 326 |
|
|
2018
Q1 | $304K | Buy |
+4,508
| New | +$304K | 0.08% | 304 |
|