Regal 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 | $331K | Buy |
3,886
+113
| +3% | +$9.62K | 0.02% | 407 |
|
|
2025
Q1 | $268K | Buy |
3,773
+87
| +2% | +$6.18K | 0.02% | 422 |
|
|
2024
Q4 | $259K | Sell |
3,686
-792
| -18% | -$55.8K | 0.02% | 431 |
|
|
2024
Q3 | $280K | Sell |
4,478
-14,796
| -77% | -$926K | 0.02% | 463 |
|
|
2024
Q2 | $1.22M | Sell |
19,274
-13
| -0.1% | -$825 | 0.08% | 229 |
|
|
2024
Q1 | $1.22M | Sell |
19,287
-9,368
| -33% | -$592K | 0.08% | 224 |
|
|
2023
Q4 | $1.47M | Sell |
28,655
-1,343
| -4% | -$69.1K | 0.11% | 186 |
|
|
2023
Q3 | $1.23M | Sell |
29,998
-2,347
| -7% | -$96.5K | 0.1% | 188 |
|
|
2023
Q2 | $1.49M | Sell |
32,345
-1,215
| -4% | -$55.9K | 0.12% | 170 |
|
|
2023
Q1 | $1.57M | Buy |
33,560
+5,151
| +18% | +$242K | 0.14% | 160 |
|
|
2022
Q4 | $1.28M | Sell |
28,409
-5,937
| -17% | -$269K | 0.12% | 159 |
|
|
2022
Q3 | $1.43M | Sell |
34,346
-895
| -3% | -$37.3K | 0.15% | 141 |
|
|
2022
Q2 | $1.62M | Buy |
35,241
+716
| +2% | +$32.9K | 0.17% | 133 |
|
|
2022
Q1 | $1.84M | Sell |
34,525
-4,517
| -12% | -$241K | 0.17% | 130 |
|
|
2021
Q4 | $2.36M | Buy |
39,042
+3,291
| +9% | +$199K | 0.21% | 115 |
|
|
2021
Q3 | $2.51M | Buy |
35,751
+1,245
| +4% | +$87.4K | 0.24% | 102 |
|
|
2021
Q2 | $2.44M | Buy |
+34,506
| New | +$2.44M | 0.24% | 100 |
|
|
2021
Q1 | – | Sell |
-15,836
| Closed | -$976K | – | 74 |
|
|
2020
Q4 | $976K | Buy |
+15,836
| New | +$976K | 0.11% | 180 |
|
|
2018
Q4 | – | Sell |
-5,619
| Closed | -$403K | – | 335 |
|
|
2018
Q3 | $403K | Buy |
5,619
+849
| +18% | +$60.9K | 0.08% | 211 |
|
|
2018
Q2 | $319K | Sell |
4,770
-1,288
| -21% | -$86.1K | 0.1% | 204 |
|
|
2018
Q1 | $409K | Buy |
6,058
+751
| +14% | +$50.7K | 0.09% | 196 |
|
|
2017
Q4 | $395K | Buy |
5,307
+427
| +9% | +$31.8K | 0.09% | 196 |
|
|
2017
Q3 | $355K | Buy |
4,880
+922
| +23% | +$67.1K | 0.08% | 203 |
|
|
2017
Q2 | $265K | Buy |
3,958
+158
| +4% | +$10.6K | 0.07% | 223 |
|
|
2017
Q1 | $227K | Buy |
3,800
+74
| +2% | +$4.42K | 0.06% | 238 |
|
|
2016
Q4 | $221K | Buy |
+3,726
| New | +$221K | 0.06% | 229 |
|
|
2015
Q4 | – | Sell |
-1,716
| Closed | -$85K | – | 353 |
|
|
2015
Q3 | $85K | Buy |
1,716
+110
| +7% | +$5.45K | 0.02% | 367 |
|
|
2015
Q2 | $88K | Buy |
1,606
+200
| +14% | +$11K | 0.02% | 352 |
|
|
2015
Q1 | $72K | Buy |
1,406
+250
| +22% | +$12.8K | 0.02% | 389 |
|
|
2014
Q4 | $63K | Buy |
1,156
+690
| +148% | +$37.6K | 0.02% | 369 |
|
|
2014
Q3 | $24K | Hold |
466
| – | – | 0.01% | 524 |
|
|
2014
Q2 | $22K | Sell |
466
-900
| -66% | -$42.5K | 0.01% | 527 |
|
|
2014
Q1 | $65K | Buy |
1,366
+103
| +8% | +$4.9K | 0.03% | 316 |
|
|
2013
Q4 | $66K | Sell |
1,263
-10
| -0.8% | -$523 | 0.04% | 256 |
|
|
2013
Q3 | $62K | Sell |
1,273
-209
| -14% | -$10.2K | 0.04% | 280 |
|
|
2013
Q2 | $71K | Buy |
+1,482
| New | +$71K | 0.04% | 263 |
|