SGCA
Steel Grove Capital Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Sell |
26,142
-20
| -0.1% | -$1.7K | 0.26% | 42 |
|
|
2025
Q1 | $1.86M | Sell |
26,162
-1,693
| -6% | -$120K | 0.28% | 49 |
|
|
2024
Q4 | $1.96M | Sell |
27,855
-1,176
| -4% | -$82.8K | 0.27% | 39 |
|
|
2024
Q3 | $1.8M | Sell |
29,031
-2,179
| -7% | -$135K | 0.25% | 59 |
|
|
2024
Q2 | $1.98M | Sell |
31,210
-4,900
| -14% | -$311K | 0.27% | 38 |
|
|
2024
Q1 | $2.28M | Sell |
36,110
-1,388
| -4% | -$87.8K | 0.3% | 38 |
|
|
2023
Q4 | $1.93M | Sell |
37,498
-6,977
| -16% | -$359K | 0.26% | 50 |
|
|
2023
Q3 | $1.83M | Sell |
44,475
-1,303
| -3% | -$53.6K | 0.24% | 60 |
|
|
2023
Q2 | $2.11M | Buy |
45,778
+2,605
| +6% | +$120K | 0.27% | 49 |
|
|
2023
Q1 | $2.02M | Buy |
43,173
+31,833
| +281% | +$1.49M | 0.27% | 56 |
|
|
2022
Q4 | $513K | Sell |
11,340
-29,013
| -72% | -$1.31M | 0.07% | 102 |
|
|
2022
Q3 | $1.68M | Buy |
40,353
+3,096
| +8% | +$129K | 0.3% | 52 |
|
|
2022
Q2 | $1.71M | Buy |
37,257
+10,854
| +41% | +$499K | 0.31% | 47 |
|
|
2022
Q1 | $1.41M | Buy |
+26,403
| New | +$1.41M | 0.22% | 68 |
|