Patriot Financial Group Insurance Agency’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $747K | Buy |
8,774
+570
| +7% | +$48.5K | 0.09% | 254 |
|
|
2025
Q1 | $582K | Buy |
8,204
+950
| +13% | +$67.4K | 0.08% | 267 |
|
|
2024
Q4 | $511K | Buy |
7,254
+410
| +6% | +$28.9K | 0.07% | 278 |
|
|
2024
Q3 | $428K | Sell |
6,844
-72
| -1% | -$4.51K | 0.06% | 315 |
|
|
2024
Q2 | $439K | Buy |
6,916
+747
| +12% | +$47.4K | 0.06% | 291 |
|
|
2024
Q1 | $390K | Buy |
6,169
+559
| +10% | +$35.4K | 0.06% | 309 |
|
|
2023
Q4 | $289K | Buy |
5,610
+37
| +0.7% | +$1.9K | 0.05% | 339 |
|
|
2023
Q3 | $229K | Sell |
5,573
-66
| -1% | -$2.72K | 0.05% | 383 |
|
|
2023
Q2 | $260K | Buy |
5,639
+106
| +2% | +$4.88K | 0.05% | 369 |
|
|
2023
Q1 | $259K | Sell |
5,533
-494
| -8% | -$23.2K | 0.05% | 369 |
|
|
2022
Q4 | $273K | Sell |
6,027
-540
| -8% | -$24.4K | 0.04% | 333 |
|
|
2022
Q3 | $274K | Buy |
6,567
+366
| +6% | +$15.3K | 0.07% | 318 |
|
|
2022
Q2 | $285K | Buy |
6,201
+554
| +10% | +$25.5K | 0.06% | 314 |
|
|
2022
Q1 | $302K | Sell |
5,647
-533
| -9% | -$28.5K | 0.05% | 324 |
|
|
2021
Q4 | $373K | Sell |
6,180
-468
| -7% | -$28.2K | 0.06% | 297 |
|
|
2021
Q3 | $467K | Buy |
6,648
+558
| +9% | +$39.2K | 0.08% | 249 |
|
|
2021
Q2 | $431K | Buy |
6,090
+1,439
| +31% | +$102K | 0.08% | 257 |
|
|
2021
Q1 | $338K | Buy |
4,651
+449
| +11% | +$32.6K | 0.08% | 267 |
|
|
2020
Q4 | $259K | Buy |
4,202
+1,399
| +50% | +$86.2K | 0.06% | 288 |
|
|
2020
Q3 | $121K | Buy |
2,803
+46
| +2% | +$1.99K | 0.04% | 357 |
|
|
2020
Q2 | $141K | Buy |
2,757
+117
| +4% | +$5.98K | 0.05% | 281 |
|
|
2020
Q1 | $111K | Buy |
2,640
+895
| +51% | +$37.6K | 0.05% | 305 |
|
|
2019
Q4 | $139K | Buy |
1,745
+6
| +0.3% | +$478 | 0.05% | 280 |
|
|
2019
Q3 | $120K | Sell |
1,739
-99
| -5% | -$6.83K | 0.05% | 282 |
|
|
2019
Q2 | $129K | Buy |
1,838
+69
| +4% | +$4.84K | 0.06% | 265 |
|
|
2019
Q1 | $110K | Buy |
1,769
+1,461
| +474% | +$90.8K | 0.06% | 253 |
|
|
2018
Q4 | $16K | Sell |
308
-52
| -14% | -$2.7K | 0.01% | 511 |
|
|
2018
Q3 | $26K | Buy |
360
+322
| +847% | +$23.3K | 0.02% | 433 |
|
|
2018
Q2 | $3K | Sell |
38
-1,268
| -97% | -$100K | ﹤0.01% | 518 |
|
|
2018
Q1 | $88K | Buy |
1,306
+1,000
| +327% | +$67.4K | 0.07% | 233 |
|
|
2017
Q4 | $23K | Sell |
306
-20
| -6% | -$1.5K | 0.02% | 421 |
|
|
2017
Q3 | $25K | Hold |
326
| – | – | 0.02% | 361 |
|
|
2017
Q2 | $22K | Sell |
326
-600
| -65% | -$40.5K | 0.02% | 364 |
|
|
2017
Q1 | $55K | Hold |
926
| – | – | 0.06% | 209 |
|
|
2016
Q4 | $52K | Buy |
+926
| New | +$52K | 0.07% | 210 |
|