Shelton Capital Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Buy |
174,108
+19,280
| +12% | +$1.64M | 0.34% | 73 |
|
|
2025
Q1 | $11M | Buy |
154,828
+74,049
| +92% | +$5.26M | 0.26% | 101 |
|
|
2024
Q4 | $5.69M | Sell |
80,779
-91,402
| -53% | -$6.43M | 0.14% | 144 |
|
|
2024
Q3 | $10.8M | Buy |
172,181
+11,977
| +7% | +$750K | 0.28% | 83 |
|
|
2024
Q2 | $10.2M | Buy |
160,204
+125,596
| +363% | +$7.97M | 0.28% | 83 |
|
|
2024
Q1 | $2.19M | Buy |
34,608
+13,300
| +62% | +$841K | 0.06% | 239 |
|
|
2023
Q4 | $1.1M | Sell |
21,308
-8,855
| -29% | -$456K | 0.03% | 261 |
|
|
2023
Q3 | $1.24M | Hold |
30,163
| – | – | 0.05% | 253 |
|
|
2023
Q2 | $1.39M | Hold |
30,163
| – | – | 0.05% | 247 |
|
|
2023
Q1 | $1.41M | Buy |
30,163
+13,363
| +80% | +$627K | 0.06% | 222 |
|
|
2022
Q4 | $760K | Sell |
16,800
-18,363
| -52% | -$831K | 0.08% | 224 |
|
|
2022
Q3 | $1.47M | Sell |
35,163
-603
| -2% | -$25.1K | 0.07% | 218 |
|
|
2022
Q2 | $1.65M | Buy |
35,766
+1,100
| +3% | +$50.6K | 0.07% | 223 |
|
|
2022
Q1 | $1.85M | Hold |
34,666
| – | – | 0.07% | 229 |
|
|
2021
Q4 | $2.09M | Sell |
34,666
-435
| -1% | -$26.3K | 0.07% | 231 |
|
|
2021
Q3 | $2.46M | Sell |
35,101
-15,051
| -30% | -$1.06M | 0.1% | 204 |
|
|
2021
Q2 | $3.55M | Buy |
50,152
+250
| +0.5% | +$17.7K | 0.13% | 168 |
|
|
2021
Q1 | $3.63M | Sell |
49,902
-150
| -0.3% | -$10.9K | 0.13% | 162 |
|
|
2020
Q4 | $3.09M | Buy |
50,052
+6,914
| +16% | +$426K | 0.14% | 147 |
|
|
2020
Q3 | $1.86M | Sell |
43,138
-37,983
| -47% | -$1.64M | 0.08% | 264 |
|
|
2020
Q2 | $4.15M | Buy |
81,121
+5,276
| +7% | +$270K | 0.23% | 83 |
|
|
2020
Q1 | $3.2M | Sell |
75,845
-5,610
| -7% | -$236K | 0.23% | 85 |
|
|
2019
Q4 | $6.51M | Buy |
81,455
+12,473
| +18% | +$996K | 0.36% | 55 |
|
|
2019
Q3 | $4.77M | Buy |
68,982
+29,500
| +75% | +$2.04M | 0.28% | 71 |
|
|
2019
Q2 | $2.77M | Buy |
39,482
+36,763
| +1,352% | +$2.57M | 0.16% | 126 |
|
|
2019
Q1 | $43.7K | Sell |
2,719
-45,578
| -94% | -$732K | 0.17% | 129 |
|
|
2018
Q4 | $2.51M | Buy |
48,297
+6,300
| +15% | +$328K | 0.17% | 120 |
|
|
2018
Q3 | $3.01M | Sell |
41,997
-55
| -0.1% | -$3.95K | 0.17% | 116 |
|
|
2018
Q2 | $2.81M | Buy |
42,052
+555
| +1% | +$37.1K | 0.18% | 123 |
|
|
2018
Q1 | $2.8M | Sell |
41,497
-1,659
| -4% | -$112K | 0.18% | 115 |
|
|
2017
Q4 | $3.21M | Hold |
43,156
| – | – | 0.21% | 103 |
|
|
2017
Q3 | $3.14M | Sell |
43,156
-8,700
| -17% | -$633K | 0.21% | 110 |
|
|
2017
Q2 | $3.47M | Sell |
51,856
-400
| -0.8% | -$26.8K | 0.25% | 94 |
|
|
2017
Q1 | $3.13M | Sell |
52,256
-760
| -1% | -$45.5K | 0.22% | 92 |
|
|
2016
Q4 | $3.15M | Sell |
53,016
-15,600
| -23% | -$927K | 0.24% | 82 |
|
|
2016
Q3 | $3.24M | Sell |
68,616
-1,101
| -2% | -$52K | 0.27% | 72 |
|
|
2016
Q2 | $2.96M | Sell |
69,717
-199
| -0.3% | -$8.44K | 0.26% | 73 |
|
|
2016
Q1 | $2.92M | Buy |
69,916
+300
| +0.4% | +$12.5K | 0.26% | 79 |
|
|
2015
Q4 | $3.6M | Sell |
69,616
-14,966
| -18% | -$775K | 0.35% | 55 |
|
|
2015
Q3 | $4.2M | Buy |
84,582
+30
| +0% | +$1.49K | 0.46% | 42 |
|
|
2015
Q2 | $4.67M | Buy |
84,552
+27,971
| +49% | +$1.55M | 0.48% | 34 |
|
|
2015
Q1 | $2.92M | Sell |
56,581
-6,095
| -10% | -$314K | 0.31% | 65 |
|
|
2014
Q4 | $3.39M | Sell |
62,676
-900
| -1% | -$48.7K | 0.4% | 51 |
|
|
2014
Q3 | $3.3M | Sell |
63,576
-3,400
| -5% | -$176K | 0.44% | 40 |
|
|
2014
Q2 | $3.16M | Buy |
66,976
+29,600
| +79% | +$1.39M | 0.44% | 46 |
|
|
2014
Q1 | $1.78M | Buy |
37,376
+2,400
| +7% | +$114K | 0.26% | 83 |
|
|
2013
Q4 | $1.82M | Buy |
34,976
+2,838
| +9% | +$148K | 0.28% | 75 |
|
|
2013
Q3 | $1.56M | Buy |
32,138
+2,100
| +7% | +$102K | 0.26% | 83 |
|
|
2013
Q2 | $1.44M | Buy |
+30,038
| New | +$1.44M | 0.26% | 84 |
|