Resonant 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 | $521K | Buy |
6,117
+2,353
| +63% | +$200K | 0.03% | 233 |
|
2025
Q1 | $267K | Buy |
3,764
+168
| +5% | +$11.9K | 0.02% | 307 |
|
2024
Q4 | $253K | Buy |
+3,596
| New | +$253K | 0.02% | 302 |
|
2021
Q4 | – | Sell |
-2,974
| Closed | -$209K | – | 206 |
|
2021
Q3 | $209K | Buy |
+2,974
| New | +$209K | 0.04% | 185 |
|
2020
Q1 | – | Sell |
-2,887
| Closed | -$231K | – | 193 |
|
2019
Q4 | $231K | Buy |
+2,887
| New | +$231K | 0.07% | 189 |
|