Proficio Capital Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $411K | Buy |
4,831
+568
| +13% | +$48.3K | 0.03% | 276 |
|
2025
Q1 | $303K | Buy |
4,263
+372
| +10% | +$26.4K | 0.02% | 292 |
|
2024
Q4 | $274K | Buy |
+3,891
| New | +$274K | 0.02% | 282 |
|
2022
Q1 | – | Sell |
-4,488
| Closed | -$271K | – | 286 |
|
2021
Q4 | $271K | Sell |
4,488
-579
| -11% | -$35K | 0.04% | 234 |
|
2021
Q3 | $356K | Buy |
5,067
+960
| +23% | +$67.4K | 0.05% | 184 |
|
2021
Q2 | $291K | Sell |
4,107
-677
| -14% | -$48K | 0.04% | 213 |
|
2021
Q1 | $348K | Buy |
4,784
+888
| +23% | +$64.6K | 0.05% | 173 |
|
2020
Q4 | $240K | Sell |
3,896
-1,462
| -27% | -$90.1K | 0.04% | 159 |
|
2020
Q3 | $206K | Sell |
5,358
-19,581
| -79% | -$753K | 0.04% | 162 |
|
2020
Q2 | $1.27M | Buy |
24,939
+52
| +0.2% | +$2.66K | 0.26% | 52 |
|
2020
Q1 | $928K | Buy |
24,887
+1,033
| +4% | +$38.5K | 0.23% | 59 |
|
2019
Q4 | $1.91M | Buy |
23,854
+162
| +0.7% | +$12.9K | 0.55% | 36 |
|
2019
Q3 | $1.64M | Sell |
23,692
-801
| -3% | -$55.3K | 0.61% | 35 |
|
2019
Q2 | $1.72M | Buy |
24,493
+927
| +4% | +$64.9K | 0.59% | 36 |
|
2019
Q1 | $1.47M | Buy |
23,566
+1,005
| +4% | +$62.5K | 0.52% | 42 |
|
2018
Q4 | $1.18M | Buy |
22,561
+4,223
| +23% | +$220K | 0.52% | 43 |
|
2018
Q3 | $1.32M | Buy |
18,338
+28
| +0.2% | +$2.01K | 0.43% | 41 |
|
2018
Q2 | $1.23M | Buy |
18,310
+791
| +5% | +$52.9K | 0.5% | 40 |
|
2018
Q1 | $1.18M | Buy |
17,519
+14
| +0.1% | +$945 | 0.35% | 49 |
|
2017
Q4 | $1.3M | Buy |
17,505
+26
| +0.1% | +$1.94K | 0.42% | 42 |
|
2017
Q3 | $1.27M | Sell |
17,479
-2
| -0% | -$145 | 0.51% | 41 |
|
2017
Q2 | $1.21M | Buy |
17,481
+839
| +5% | +$58.3K | 0.5% | 44 |
|
2017
Q1 | $1.04M | Buy |
16,642
+1,279
| +8% | +$79.6K | 0.45% | 57 |
|
2016
Q4 | $913K | Buy |
15,363
+307
| +2% | +$18.2K | 0.39% | 56 |
|
2016
Q3 | $711K | Buy |
15,056
+100
| +0.7% | +$4.72K | 0.41% | 69 |
|
2016
Q2 | $659K | Buy |
14,956
+586
| +4% | +$25.8K | 0.41% | 70 |
|
2016
Q1 | $600K | Sell |
14,370
-367
| -2% | -$15.3K | 0.5% | 57 |
|
2015
Q4 | $763K | Buy |
+14,737
| New | +$763K | 0.75% | 40 |
|