Patten Group’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $616K | Buy |
5,427
+53
| +1% | +$6.04K | 0.11% | 178 |
|
|
2025
Q4 | $627K | Buy |
5,374
+386
| +8% | +$40.1K | 0.12% | 171 |
|
|
2025
Q3 | $506K | Buy |
4,988
+252
| +5% | +$23.9K | 0.1% | 184 |
|
|
2025
Q2 | $403K | Buy |
4,736
+402
| +9% | +$29.1K | 0.09% | 206 |
|
|
2025
Q1 | $308K | Buy |
4,334
+1,353
| +45% | +$103K | 0.07% | 224 |
|
|
2024
Q4 | $210K | Buy |
+2,981
| New | +$201K | 0.05% | 248 |
|
|
2019
Q1 | – | Sell |
-1,887
| Closed | -$98K | – | 241 |
|
|
2018
Q4 | $98K | Sell |
1,887
-3,040
| -62% | -$192K | 0.05% | 218 |
|
|
2018
Q3 | $353K | Buy |
4,927
+1,166
| +31% | +$82.4K | 0.13% | 148 |
|
|
2018
Q2 | $252K | Buy |
3,761
+2,256
| +150% | +$155K | 0.1% | 173 |
|
|
2018
Q1 | $102K | Sell |
1,505
-225
| -13% | -$16.9K | 0.04% | 246 |
|
|
2017
Q4 | $129K | Sell |
1,730
-980
| -36% | -$72.5K | 0.05% | 225 |
|
|
2017
Q3 | $197K | Buy |
2,710
+200
| +8% | +$13.7K | 0.08% | 195 |
|
|
2017
Q2 | $173K | Buy |
2,510
+745
| +42% | +$45.7K | 0.07% | 204 |
|
|
2017
Q1 | $105K | Buy |
1,765
+110
| +7% | +$6.51K | 0.05% | 238 |
|
|
2016
Q4 | $95K | Sell |
1,655
-771
| -32% | -$41.6K | 0.04% | 249 |
|
|
2016
Q3 | $118K | Buy |
2,426
+265
| +12% | +$12.1K | 0.06% | 220 |
|
|
2016
Q2 | $91.6K | Sell |
2,161
-780
| -27% | -$34.5K | 0.04% | 244 |
|
|
2016
Q1 | $123K | Buy |
2,941
+471
| +19% | +$19.7K | 0.06% | 210 |
|
|
2015
Q4 | $128K | Buy |
2,470
+90
| +4% | +$4.78K | 0.06% | 205 |
|
|
2015
Q3 | $118K | Buy |
2,380
+1,060
| +80% | +$57.9K | 0.06% | 214 |
|
|
2015
Q2 | $72.9K | Buy |
+1,320
| New | +$71.8K | 0.03% | 258 |
|
Other funds holding C
VCM
VPM
