Plancorp LLC’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
3,211
+72
| +2% | +$6.13K | 0.01% | 309 |
|
|
2025
Q1 | $223K | Buy |
+3,139
| New | +$223K | 0.01% | 326 |
|
|
2015
Q4 | – | Sell |
-5,000
| Closed | -$248K | – | 80 |
|
|
2015
Q3 | $248K | Hold |
5,000
| – | – | 0.22% | 81 |
|
|
2015
Q2 | $276K | Buy |
+5,000
| New | +$276K | 0.26% | 58 |
|
|
2015
Q1 | – | Sell |
-5,000
| Closed | -$271K | – | 92 |
|
|
2014
Q4 | $271K | Buy |
+5,000
| New | +$271K | 0.28% | 52 |
|
|
2014
Q3 | – | Sell |
-5,000
| Closed | -$236K | – | 100 |
|
|
2014
Q2 | $236K | Buy |
+5,000
| New | +$236K | 0.21% | 68 |
|