Ranch Capital 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 | $2.5M | Buy |
29,413
+1,607
| +6% | +$137K | 1.09% | 28 |
|
|
2025
Q1 | $1.97M | Buy |
27,806
+1,701
| +7% | +$121K | 0.94% | 37 |
|
|
2024
Q4 | $1.84M | Buy |
26,105
+816
| +3% | +$57.4K | 0.87% | 35 |
|
|
2024
Q3 | $1.58M | Buy |
25,289
+2,482
| +11% | +$155K | 0.75% | 44 |
|
|
2024
Q2 | $1.45M | Buy |
22,807
+7,195
| +46% | +$457K | 0.76% | 36 |
|
|
2024
Q1 | $987K | Buy |
+15,612
| New | +$987K | 0.53% | 59 |
|
|
2021
Q4 | – | Sell |
-466
| Closed | -$33K | – | 215 |
|
|
2021
Q3 | $33K | Sell |
466
-33
| -7% | -$2.34K | 0.02% | 311 |
|
|
2021
Q2 | $35K | Hold |
499
| – | – | 0.02% | 370 |
|
|
2021
Q1 | $36K | Hold |
499
| – | – | 0.02% | 347 |
|
|
2020
Q4 | $30K | Buy |
499
+33
| +7% | +$1.98K | 0.02% | 377 |
|
|
2020
Q3 | $20K | Hold |
466
| – | – | 0.02% | 446 |
|
|
2020
Q2 | $24K | Sell |
466
-376
| -45% | -$19.4K | 0.02% | 426 |
|
|
2020
Q1 | $35K | Buy |
842
+1
| +0.1% | +$42 | 0.03% | 332 |
|
|
2019
Q4 | $67K | Buy |
+841
| New | +$67K | 0.05% | 269 |
|