Safeguard Investment Advisory Group’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,458
| Closed | -$246K | – | 146 |
|
|
2025
Q1 | $246K | Buy |
+3,458
| New | +$246K | 0.07% | 115 |
|
|
2024
Q1 | – | Sell |
-3,922
| Closed | -$202K | – | 106 |
|
|
2023
Q4 | $202K | Buy |
+3,922
| New | +$202K | 0.08% | 96 |
|
|
2023
Q3 | – | Sell |
-4,375
| Closed | -$201K | – | 97 |
|
|
2023
Q2 | $201K | Sell |
4,375
-850
| -16% | -$39.1K | 0.09% | 97 |
|
|
2023
Q1 | $245K | Sell |
5,225
-1,060
| -17% | -$49.7K | 0.12% | 83 |
|
|
2022
Q4 | $284K | Buy |
6,285
+416
| +7% | +$18.8K | 0.18% | 75 |
|
|
2022
Q3 | $244K | Buy |
+5,869
| New | +$244K | 0.17% | 78 |
|
|
2021
Q1 | – | Sell |
-368
| Closed | -$22K | – | 172 |
|
|
2020
Q4 | $22K | Buy |
+368
| New | +$22K | 0.02% | 294 |
|