Perennial 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 | $476K | Sell |
5,587
-109
| -2% | -$9.28K | 0.05% | 261 |
|
|
2025
Q1 | $404K | Buy |
5,696
+32
| +0.6% | +$2.27K | 0.05% | 261 |
|
|
2024
Q4 | $399K | Sell |
5,664
-41
| -0.7% | -$2.89K | 0.05% | 252 |
|
|
2024
Q3 | $357K | Sell |
5,705
-349
| -6% | -$21.8K | 0.05% | 259 |
|
|
2024
Q2 | $384K | Sell |
6,054
-31
| -0.5% | -$1.97K | 0.05% | 235 |
|
|
2024
Q1 | $385K | Sell |
6,085
-25
| -0.4% | -$1.58K | 0.06% | 214 |
|
|
2023
Q4 | $314K | Buy |
6,110
+549
| +10% | +$28.2K | 0.05% | 235 |
|
|
2023
Q3 | $229K | Buy |
5,561
+738
| +15% | +$30.4K | 0.04% | 277 |
|
|
2023
Q2 | $222K | Buy |
4,823
+3
| +0.1% | +$138 | 0.04% | 293 |
|
|
2023
Q1 | $226K | Sell |
4,820
-91
| -2% | -$4.27K | 0.04% | 287 |
|
|
2022
Q4 | $222K | Sell |
4,911
-21
| -0.4% | -$950 | 0.09% | 189 |
|
|
2022
Q3 | $206K | Buy |
4,932
+424
| +9% | +$17.7K | 0.09% | 179 |
|
|
2022
Q2 | $210K | Buy |
+4,508
| New | +$210K | 0.08% | 177 |
|
|
2021
Q3 | – | Sell |
-3,159
| Closed | -$224K | – | 221 |
|
|
2021
Q2 | $224K | Sell |
3,159
-347
| -10% | -$24.6K | 0.08% | 187 |
|
|
2021
Q1 | $255K | Sell |
3,506
-419
| -11% | -$30.5K | 0.1% | 156 |
|
|
2020
Q4 | $242K | Buy |
+3,925
| New | +$242K | 0.1% | 139 |
|