Steph & Co’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $853K | Buy |
10,027
+9
| +0.1% | +$766 | 0.28% | 35 |
|
|
2025
Q1 | $711K | Sell |
10,018
-557
| -5% | -$39.5K | 0.26% | 43 |
|
|
2024
Q4 | $744K | Sell |
10,575
-330
| -3% | -$23.2K | 0.25% | 37 |
|
|
2024
Q3 | $683K | Hold |
10,905
| – | – | 0.22% | 45 |
|
|
2024
Q2 | $692K | Sell |
10,905
-388
| -3% | -$24.6K | 0.24% | 36 |
|
|
2024
Q1 | $714K | Buy |
11,293
+1,606
| +17% | +$102K | 0.25% | 39 |
|
|
2023
Q4 | $498K | Sell |
9,687
-1,017
| -10% | -$52.3K | 0.25% | 50 |
|
|
2023
Q3 | $440K | Buy |
10,704
+344
| +3% | +$14.1K | 0.25% | 58 |
|
|
2023
Q2 | $477K | Buy |
10,360
+11
| +0.1% | +$506 | 0.26% | 53 |
|
|
2023
Q1 | $485K | Buy |
10,349
+2,278
| +28% | +$107K | 0.3% | 48 |
|
|
2022
Q4 | $365K | Buy |
8,071
+627
| +8% | +$28.4K | 0.23% | 64 |
|
|
2022
Q3 | $310K | Buy |
7,444
+75
| +1% | +$3.12K | 0.22% | 63 |
|
|
2022
Q2 | $339K | Buy |
7,369
+1,026
| +16% | +$47.2K | 0.21% | 60 |
|
|
2022
Q1 | $339K | Buy |
6,343
+78
| +1% | +$4.17K | 0.2% | 58 |
|
|
2021
Q4 | $378K | Buy |
6,265
+364
| +6% | +$22K | 0.22% | 55 |
|
|
2021
Q3 | $414K | Buy |
5,901
+600
| +11% | +$42.1K | 0.26% | 43 |
|
|
2021
Q2 | $375K | Buy |
5,301
+536
| +11% | +$37.9K | 0.24% | 45 |
|
|
2021
Q1 | $347K | Buy |
4,765
+249
| +6% | +$18.1K | 0.24% | 41 |
|
|
2020
Q4 | $278K | Buy |
4,516
+1,417
| +46% | +$87.2K | 0.21% | 51 |
|
|
2020
Q3 | $134K | Hold |
3,099
| – | – | 0.13% | 105 |
|
|
2020
Q2 | $158K | Sell |
3,099
-9
| -0.3% | -$459 | 0.16% | 75 |
|
|
2020
Q1 | $131K | Buy |
3,108
+448
| +17% | +$18.9K | 0.15% | 82 |
|
|
2019
Q4 | $213K | Buy |
+2,660
| New | +$213K | 0.18% | 69 |
|