Sterling Investment Counsel’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$282K Sell
3,312
-200
-6% -$17K 0.17% 103
2025
Q1
$249K Buy
3,512
+379
+12% +$26.9K 0.09% 149
2024
Q4
$221K Buy
+3,133
New +$221K 0.15% 115
2024
Q2
Sell
-3,470
Closed -$219K 167
2024
Q1
$219K Buy
+3,470
New +$219K 0.1% 155