Phoenix Financial’s Citigroup C Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.39M | Sell |
109,805
-1,111,210
| -91% | -$95M | 0.12% | 94 |
|
2025
Q1 | $86.7M | Buy |
1,221,015
+1,206,614
| +8,379% | +$85.7M | 1.33% | 27 |
|
2024
Q4 | $1.01M | Sell |
14,401
-1,092
| -7% | -$76.9K | 0.01% | 219 |
|
2024
Q3 | $972K | Sell |
15,493
-3,297
| -18% | -$207K | 0.01% | 221 |
|
2024
Q2 | $1.16M | Sell |
18,790
-7,323
| -28% | -$452K | 0.02% | 207 |
|
2024
Q1 | $1.65M | Buy |
26,113
+17,628
| +208% | +$1.11M | 0.02% | 200 |
|
2023
Q4 | $437K | Sell |
8,485
-11,294
| -57% | -$581K | 0.01% | 251 |
|
2023
Q3 | $818K | Sell |
19,779
-8,444
| -30% | -$349K | 0.02% | 216 |
|
2023
Q2 | $1.3M | Buy |
+28,223
| New | +$1.3M | 0.03% | 193 |
|
2023
Q1 | – | Sell |
-11,524
| Closed | -$521K | – | 295 |
|
2022
Q4 | $521K | Sell |
11,524
-1,618
| -12% | -$73.1K | 0.01% | 213 |
|
2022
Q3 | $562K | Sell |
13,142
-9,960
| -43% | -$426K | 0.01% | 231 |
|
2022
Q2 | $1.07M | Sell |
23,102
-25,590
| -53% | -$1.19M | 0.02% | 202 |
|
2022
Q1 | $2.65M | Sell |
48,692
-5,476
| -10% | -$298K | 0.04% | 167 |
|
2021
Q4 | $3.28M | Buy |
54,168
+12,420
| +30% | +$752K | 0.05% | 146 |
|
2021
Q3 | $2.95M | Sell |
41,748
-1,500
| -3% | -$106K | 0.05% | 169 |
|
2021
Q2 | $3.05M | Sell |
43,248
-63
| -0.1% | -$4.44K | 0.06% | 173 |
|
2021
Q1 | $3.15M | Buy |
43,311
+5,985
| +16% | +$436K | 0.07% | 177 |
|
2020
Q4 | $2.29M | Sell |
37,326
-200,968
| -84% | -$12.3M | 0.06% | 180 |
|
2020
Q3 | $9.67M | Sell |
238,294
-1,860
| -0.8% | -$75.5K | 0.41% | 79 |
|
2020
Q2 | $11.6M | Sell |
240,154
-81,686
| -25% | -$3.96M | 0.49% | 65 |
|
2020
Q1 | $13.2M | Buy |
321,840
+1,744
| +0.5% | +$71.8K | 0.67% | 48 |
|
2019
Q4 | $25.4M | Buy |
320,096
+1,112
| +0.3% | +$88.2K | 1.06% | 36 |
|
2019
Q3 | $21M | Buy |
+318,984
| New | +$21M | 1% | 38 |
|