SevenBridge Financial 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
$259K Sell
2,706
-1,837
-40% -$176K 0.05% 187
2025
Q1
$340K Sell
4,543
-1,681
-27% -$126K 0.07% 175
2024
Q4
$505K Hold
6,224
0.1% 141
2024
Q3
$434K Sell
6,224
-535
-8% -$37.3K 0.08% 159
2024
Q2
$382K Sell
6,759
-93
-1% -$5.26K 0.08% 155
2024
Q1
$422K Sell
6,852
-2,600
-28% -$160K 0.1% 138
2023
Q4
$486K Sell
9,452
-1,070
-10% -$55K 0.11% 129
2023
Q3
$433K Buy
10,522
+659
+7% +$27.1K 0.11% 130
2023
Q2
$454K Sell
9,863
-266
-3% -$12.2K 0.12% 125
2023
Q1
$475K Sell
10,129
-628
-6% -$29.4K 0.13% 125
2022
Q4
$487K Sell
10,757
-1,705
-14% -$77.1K 0.14% 120
2022
Q3
$519K Sell
12,462
-200
-2% -$8.33K 0.18% 105
2022
Q2
$582K Sell
12,662
-3,049
-19% -$140K 0.24% 87
2022
Q1
$839K Buy
15,711
+2,538
+19% +$136K 0.29% 75
2021
Q4
$796K Buy
13,173
+1,585
+14% +$95.8K 0.24% 95
2021
Q3
$813K Sell
11,588
-188
-2% -$13.2K 0.27% 91
2021
Q2
$833K Sell
11,776
-343
-3% -$24.3K 0.27% 92
2021
Q1
$882K Sell
12,119
-18
-0.1% -$1.31K 0.32% 84
2020
Q4
$748K Sell
12,137
-6,050
-33% -$373K 0.29% 85
2020
Q3
$784K Sell
18,187
-4,286
-19% -$185K 0.36% 71
2020
Q2
$1.15M Sell
22,473
-794
-3% -$40.6K 0.57% 56
2020
Q1
$980K Sell
23,267
-262
-1% -$11K 0.57% 55
2019
Q4
$1.88M Sell
23,529
-493
-2% -$39.4K 0.49% 38
2019
Q3
$1.66M Sell
24,022
-309
-1% -$21.3K 0.87% 39
2019
Q2
$1.7M Buy
24,331
+120
+0.5% +$8.4K 0.61% 39
2019
Q1
$1.51M Sell
24,211
-328
-1% -$20.4K 0.57% 40
2018
Q4
$1.28M Sell
24,539
-4,180
-15% -$218K 0.78% 41
2018
Q3
$2.06M Buy
28,719
+307
+1% +$22K 1.09% 28
2018
Q2
$1.9M Buy
28,412
+277
+1% +$18.5K 1.06% 31
2018
Q1
$1.9M Buy
28,135
+656
+2% +$44.3K 1.09% 27
2017
Q4
$2.05M Buy
27,479
+335
+1% +$24.9K 1.13% 26
2017
Q3
$1.97M Buy
27,144
+1,663
+7% +$121K 1.13% 24
2017
Q2
$1.7M Buy
25,481
+1,844
+8% +$123K 1.04% 26
2017
Q1
$1.41M Buy
23,637
+15,578
+193% +$926K 0.92% 32
2016
Q4
$391K Hold
8,059
0.28% 83
2016
Q3
$391K Sell
8,059
-82
-1% -$3.98K 0.28% 83
2016
Q2
$345K Buy
+8,141
New +$345K 0.24% 97