Sierra Summit Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Buy |
177,800
+11,818
| +7% | +$1.01M | 2.69% | 9 |
|
|
2025
Q1 | $11.8M | Sell |
165,982
-1,552
| -0.9% | -$110K | 2.55% | 8 |
|
|
2024
Q4 | $11.8M | Buy |
167,534
+163,743
| +4,319% | +$11.5M | 2.37% | 14 |
|
|
2024
Q3 | $237K | Sell |
3,791
-289
| -7% | -$18.1K | 0.05% | 132 |
|
|
2024
Q2 | $259K | Sell |
4,080
-1,180
| -22% | -$74.9K | 0.06% | 138 |
|
|
2024
Q1 | $333K | Buy |
5,260
+1,300
| +33% | +$82.2K | 0.09% | 122 |
|
|
2023
Q4 | $204K | Buy |
+3,960
| New | +$204K | 0.06% | 187 |
|