OneDigital 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 | $2.94M | Buy |
34,509
+72
| +0.2% | +$6.13K | 0.03% | 331 |
|
|
2025
Q1 | $2.44M | Sell |
34,437
-239
| -0.7% | -$17K | 0.03% | 356 |
|
|
2024
Q4 | $2.44M | Buy |
34,676
+7,332
| +27% | +$516K | 0.03% | 375 |
|
|
2024
Q3 | $1.71M | Sell |
27,344
-3,390
| -11% | -$212K | 0.02% | 483 |
|
|
2024
Q2 | $1.95M | Buy |
30,734
+10,518
| +52% | +$667K | 0.02% | 428 |
|
|
2024
Q1 | $1.28M | Sell |
20,216
-1,832
| -8% | -$116K | 0.02% | 436 |
|
|
2023
Q4 | $1.13M | Buy |
22,048
+7,123
| +48% | +$366K | 0.02% | 433 |
|
|
2023
Q3 | $614K | Buy |
14,925
+1,084
| +8% | +$44.6K | 0.01% | 571 |
|
|
2023
Q2 | $637K | Sell |
13,841
-105
| -0.8% | -$4.83K | 0.01% | 550 |
|
|
2023
Q1 | $654K | Buy |
13,946
+3,339
| +31% | +$157K | 0.02% | 524 |
|
|
2022
Q4 | $480K | Sell |
10,607
-2,165
| -17% | -$97.9K | 0.01% | 532 |
|
|
2022
Q3 | $532K | Sell |
12,772
-174
| -1% | -$7.25K | 0.02% | 440 |
|
|
2022
Q2 | $595K | Sell |
12,946
-252
| -2% | -$11.6K | 0.03% | 376 |
|
|
2022
Q1 | $705K | Buy |
13,198
+1,765
| +15% | +$94.3K | 0.03% | 351 |
|
|
2021
Q4 | $690K | Sell |
11,433
-466
| -4% | -$28.1K | 0.02% | 338 |
|
|
2021
Q3 | $835K | Sell |
11,899
-50
| -0.4% | -$3.51K | 0.03% | 302 |
|
|
2021
Q2 | $845K | Buy |
11,949
+1,587
| +15% | +$112K | 0.03% | 286 |
|
|
2021
Q1 | $754K | Sell |
10,362
-211
| -2% | -$15.4K | 0.04% | 294 |
|
|
2020
Q4 | $652K | Sell |
10,573
-190
| -2% | -$11.7K | 0.03% | 295 |
|
|
2020
Q3 | $464K | Sell |
10,763
-957
| -8% | -$41.3K | 0.03% | 320 |
|
|
2020
Q2 | $599K | Buy |
11,720
+1,308
| +13% | +$66.9K | 0.04% | 271 |
|
|
2020
Q1 | $439K | Sell |
10,412
-3,339
| -24% | -$141K | 0.04% | 295 |
|
|
2019
Q4 | $1.1M | Buy |
13,751
+2,448
| +22% | +$196K | 0.09% | 180 |
|
|
2019
Q3 | $781K | Buy |
11,303
+1,558
| +16% | +$108K | 0.07% | 204 |
|
|
2019
Q2 | $682K | Buy |
9,745
+2,936
| +43% | +$205K | 0.05% | 210 |
|
|
2019
Q1 | $447K | Sell |
6,809
-229
| -3% | -$15K | 0.07% | 184 |
|
|
2018
Q4 | $366K | Sell |
7,038
-149
| -2% | -$7.75K | 0.06% | 193 |
|
|
2018
Q3 | $516K | Sell |
7,187
-39
| -0.5% | -$2.8K | 0.12% | 105 |
|
|
2018
Q2 | $483K | Sell |
7,226
-8
| -0.1% | -$535 | 0.1% | 127 |
|
|
2018
Q1 | $489K | Sell |
7,234
-13
| -0.2% | -$879 | 0.11% | 127 |
|
|
2017
Q4 | $539K | Buy |
7,247
+4,237
| +141% | +$315K | 0.06% | 119 |
|
|
2017
Q3 | $219K | Sell |
3,010
-5,559
| -65% | -$404K | 0.08% | 139 |
|
|
2017
Q2 | $573K | Buy |
+8,569
| New | +$573K | 0.17% | 94 |
|