SIA
Schear Investment Advisers’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Buy |
37,418
+972
| +3% | +$82.7K | 1.58% | 17 |
|
|
2025
Q1 | $2.59M | Buy |
36,446
+2,839
| +8% | +$202K | 1.49% | 15 |
|
|
2024
Q4 | $2.37M | Buy |
33,607
+2,389
| +8% | +$168K | 1.26% | 20 |
|
|
2024
Q3 | $1.95M | Buy |
31,218
+4,443
| +17% | +$278K | 1.21% | 23 |
|
|
2024
Q2 | $1.7M | Buy |
26,775
+6,542
| +32% | +$415K | 1.23% | 22 |
|
|
2024
Q1 | $1.28M | Buy |
+20,233
| New | +$1.28M | 1.03% | 30 |
|