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