Powell 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 | $734K | Buy |
+8,628
| New | +$734K | 0.28% | 56 |
|
|
2025
Q1 | – | Sell |
-8,628
| Closed | -$607K | – | 149 |
|
|
2024
Q4 | $607K | Hold |
8,628
| – | – | 0.28% | 55 |
|
|
2024
Q3 | $540K | Buy |
8,628
+159
| +2% | +$9.95K | 0.25% | 60 |
|
|
2024
Q2 | $537K | Buy |
8,469
+450
| +6% | +$28.6K | 0.28% | 54 |
|
|
2024
Q1 | $507K | Sell |
8,019
-45
| -0.6% | -$2.85K | 0.27% | 59 |
|
|
2023
Q4 | $415K | Sell |
8,064
-998
| -11% | -$51.3K | 0.23% | 69 |
|
|
2023
Q3 | $373K | Buy |
9,062
+13
| +0.1% | +$535 | 0.22% | 69 |
|
|
2023
Q2 | $417K | Sell |
9,049
-400
| -4% | -$18.4K | 0.24% | 70 |
|
|
2023
Q1 | $443K | Buy |
9,449
+53
| +0.6% | +$2.49K | 0.25% | 68 |
|
|
2022
Q4 | $425K | Buy |
9,396
+10
| +0.1% | +$452 | 0.25% | 66 |
|
|
2022
Q3 | $391K | Buy |
9,386
+3,409
| +57% | +$142K | 0.26% | 69 |
|
|
2022
Q2 | $275K | Buy |
+5,977
| New | +$275K | 0.17% | 86 |
|
|
2020
Q1 | – | Sell |
-1,577
| Closed | -$126K | – | 116 |
|
|
2019
Q4 | $126K | Buy |
+1,577
| New | +$126K | 0.13% | 107 |
|