Poehling Capital Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.36M | Buy |
62,917
+298
| +0.5% | +$25.4K | 1.25% | 25 |
|
|
2025
Q1 | $4.45M | Buy |
62,619
+449
| +0.7% | +$31.9K | 1.13% | 26 |
|
|
2024
Q4 | $4.38M | Buy |
62,170
+571
| +0.9% | +$40.2K | 1.08% | 27 |
|
|
2024
Q3 | $3.86M | Sell |
61,599
-1,157
| -2% | -$72.4K | 0.99% | 31 |
|
|
2024
Q2 | $3.98M | Buy |
62,756
+896
| +1% | +$56.9K | 1.09% | 28 |
|
|
2024
Q1 | $3.91M | Buy |
61,860
+932
| +2% | +$58.9K | 1.05% | 30 |
|
|
2023
Q4 | $3.13M | Buy |
60,928
+1,521
| +3% | +$78.2K | 0.99% | 32 |
|
|
2023
Q3 | $2.44M | Buy |
59,407
+2,320
| +4% | +$95.4K | 0.86% | 35 |
|
|
2023
Q2 | $2.63M | Buy |
57,087
+3,295
| +6% | +$152K | 0.89% | 37 |
|
|
2023
Q1 | $2.52M | Buy |
53,792
+178
| +0.3% | +$8.35K | 0.85% | 42 |
|
|
2022
Q4 | $2.42M | Sell |
53,614
-7,835
| -13% | -$354K | 0.91% | 35 |
|
|
2022
Q3 | $2.56M | Buy |
61,449
+1,845
| +3% | +$76.9K | 1.07% | 27 |
|
|
2022
Q2 | $2.74M | Sell |
59,604
-1,650
| -3% | -$75.9K | 1.03% | 30 |
|
|
2022
Q1 | $3.27M | Buy |
61,254
+616
| +1% | +$32.9K | 1.01% | 30 |
|
|
2021
Q4 | $3.66M | Buy |
60,638
+4,817
| +9% | +$291K | 1.18% | 25 |
|
|
2021
Q3 | $3.92M | Buy |
55,821
+733
| +1% | +$51.4K | 1.32% | 21 |
|
|
2021
Q2 | $3.9M | Buy |
55,088
+7,645
| +16% | +$541K | 1.24% | 24 |
|
|
2021
Q1 | $3.45M | Buy |
47,443
+6,234
| +15% | +$453K | 1.21% | 24 |
|
|
2020
Q4 | $2.54M | Buy |
41,209
+1,435
| +4% | +$88.5K | 1.01% | 35 |
|
|
2020
Q3 | $1.72M | Sell |
39,774
-1,000
| -2% | -$43.1K | 0.88% | 45 |
|
|
2020
Q2 | $2.08M | Buy |
40,774
+1,044
| +3% | +$53.4K | 1.12% | 34 |
|
|
2020
Q1 | $1.67M | Sell |
39,730
-2,300
| -5% | -$96.9K | 1.23% | 28 |
|
|
2019
Q4 | $3.36M | Sell |
42,030
-345
| -0.8% | -$27.6K | 2.2% | 10 |
|
|
2019
Q3 | $2.93M | Sell |
42,375
-615
| -1% | -$42.5K | 2.15% | 11 |
|
|
2019
Q2 | $3.01M | Buy |
42,990
+368
| +0.9% | +$25.8K | 2.02% | 10 |
|
|
2019
Q1 | $2.65M | Sell |
42,622
-535
| -1% | -$33.3K | 1.93% | 13 |
|
|
2018
Q4 | $2.25M | Sell |
43,157
-4,590
| -10% | -$239K | 2.17% | 11 |
|
|
2018
Q3 | $3.43M | Buy |
47,747
+9,950
| +26% | +$714K | 2.43% | 9 |
|
|
2018
Q2 | $2.53M | Buy |
37,797
+19,510
| +107% | +$1.31M | 2.21% | 7 |
|
|
2018
Q1 | $1.23M | Buy |
18,287
+1,695
| +10% | +$114K | 1% | 35 |
|
|
2017
Q4 | $1.24M | Buy |
+16,592
| New | +$1.24M | 1.05% | 33 |
|