Sargent Investment 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 | $719K | Sell |
7,792
-174
| -2% | -$16K | 0.1% | 130 |
|
|
2025
Q1 | $566K | Buy |
7,966
+523
| +7% | +$37.1K | 0.09% | 135 |
|
|
2024
Q4 | $542K | Buy |
7,443
+366
| +5% | +$26.6K | 0.09% | 128 |
|
|
2024
Q3 | $443K | Buy |
7,077
+19
| +0.3% | +$1.19K | 0.08% | 129 |
|
|
2024
Q2 | $448K | Buy |
7,058
+1,420
| +25% | +$90.1K | 0.09% | 126 |
|
|
2024
Q1 | $357K | Sell |
5,638
-2,088
| -27% | -$132K | 0.08% | 136 |
|
|
2023
Q4 | $397K | Buy |
7,726
+440
| +6% | +$22.6K | 0.09% | 136 |
|
|
2023
Q3 | $300K | Buy |
7,286
+972
| +15% | +$40K | 0.07% | 154 |
|
|
2023
Q2 | $291K | Buy |
6,314
+145
| +2% | +$6.68K | 0.07% | 153 |
|
|
2023
Q1 | $288K | Buy |
6,169
+75
| +1% | +$3.5K | 0.08% | 153 |
|
|
2022
Q4 | $276K | Sell |
6,094
-3,025
| -33% | -$137K | 0.09% | 147 |
|
|
2022
Q3 | $393K | Sell |
9,119
-1,225
| -12% | -$52.8K | 0.12% | 121 |
|
|
2022
Q2 | $476K | Sell |
10,344
-1,925
| -16% | -$88.6K | 0.15% | 113 |
|
|
2022
Q1 | $655K | Buy |
12,269
+97
| +0.8% | +$5.18K | 0.17% | 103 |
|
|
2021
Q4 | $735K | Buy |
12,172
+1,090
| +10% | +$65.8K | 0.17% | 94 |
|
|
2021
Q3 | $778K | Sell |
11,082
-186
| -2% | -$13.1K | 0.19% | 89 |
|
|
2021
Q2 | $797K | Buy |
11,268
+722
| +7% | +$51.1K | 0.19% | 86 |
|
|
2021
Q1 | $767K | Buy |
10,546
+2,415
| +30% | +$176K | 0.2% | 86 |
|
|
2020
Q4 | $501K | Sell |
8,131
-2,026
| -20% | -$125K | 0.16% | 104 |
|
|
2020
Q3 | $438K | Buy |
10,157
+628
| +7% | +$27.1K | 0.16% | 106 |
|
|
2020
Q2 | $480K | Buy |
9,529
+633
| +7% | +$31.9K | 0.18% | 94 |
|
|
2020
Q1 | $375K | Sell |
8,896
-89
| -1% | -$3.75K | 0.17% | 99 |
|
|
2019
Q4 | $718K | Buy |
8,985
+2,015
| +29% | +$161K | 0.26% | 76 |
|
|
2019
Q3 | $481K | Buy |
6,970
+25
| +0.4% | +$1.73K | 0.22% | 94 |
|
|
2019
Q2 | $486K | Buy |
6,945
+425
| +7% | +$29.7K | 0.22% | 87 |
|
|
2019
Q1 | $406K | Sell |
6,520
-640
| -9% | -$39.9K | 0.2% | 90 |
|
|
2018
Q4 | $373K | Buy |
+7,160
| New | +$373K | 0.23% | 84 |
|