Samalin Investment Counsel’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Buy |
5,800
+522
| +10% | +$44.4K | 0.19% | 173 |
|
|
2025
Q1 | $375K | Buy |
5,278
+20
| +0.4% | +$1.42K | 0.15% | 199 |
|
|
2024
Q4 | $370K | Buy |
5,258
+23
| +0.4% | +$1.62K | 0.16% | 195 |
|
|
2024
Q3 | $328K | Buy |
5,235
+311
| +6% | +$19.5K | 0.14% | 212 |
|
|
2024
Q2 | $313K | Buy |
4,924
+317
| +7% | +$20.1K | 0.15% | 212 |
|
|
2024
Q1 | $291K | Sell |
4,607
-28
| -0.6% | -$1.77K | 0.14% | 218 |
|
|
2023
Q4 | $238K | Sell |
4,635
-328
| -7% | -$16.9K | 0.12% | 234 |
|
|
2023
Q3 | $204K | Sell |
4,963
-257
| -5% | -$10.6K | 0.12% | 236 |
|
|
2023
Q2 | $240K | Sell |
5,220
-962
| -16% | -$44.3K | 0.13% | 217 |
|
|
2023
Q1 | $290K | Sell |
6,182
-182
| -3% | -$8.53K | 0.17% | 170 |
|
|
2022
Q4 | $288K | Sell |
6,364
-1,571
| -20% | -$71.1K | 0.18% | 161 |
|
|
2022
Q3 | $331K | Sell |
7,935
-717
| -8% | -$29.9K | 0.24% | 127 |
|
|
2022
Q2 | $398K | Buy |
8,652
+1,129
| +15% | +$51.9K | 0.28% | 111 |
|
|
2022
Q1 | $402K | Sell |
7,523
-525
| -7% | -$28.1K | 0.24% | 127 |
|
|
2021
Q4 | $486K | Sell |
8,048
-178
| -2% | -$10.7K | 0.29% | 98 |
|
|
2021
Q3 | $577K | Buy |
8,226
+85
| +1% | +$5.96K | 0.38% | 78 |
|
|
2021
Q2 | $576K | Sell |
8,141
-1,871
| -19% | -$132K | 0.37% | 85 |
|
|
2021
Q1 | $728K | Buy |
10,012
+482
| +5% | +$35K | 0.49% | 56 |
|
|
2020
Q4 | $588K | Sell |
9,530
-149
| -2% | -$9.19K | 0.44% | 60 |
|
|
2020
Q3 | $417K | Sell |
9,679
-295
| -3% | -$12.7K | 0.37% | 85 |
|
|
2020
Q2 | $509K | Sell |
9,974
-807
| -7% | -$41.2K | 0.53% | 53 |
|
|
2020
Q1 | $454K | Buy |
10,781
+3,792
| +54% | +$160K | 0.61% | 49 |
|
|
2019
Q4 | $558K | Buy |
+6,989
| New | +$558K | 0.47% | 54 |
|