Steward Partners Investment Advisory’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.99M | Sell |
82,171
-124,943
| -60% | -$10.6M | 0.05% | 342 |
|
|
2025
Q1 | $14.7M | Sell |
207,114
-689
| -0.3% | -$48.9K | 0.13% | 155 |
|
|
2024
Q4 | $14.6M | Buy |
207,803
+119,956
| +137% | +$8.44M | 0.13% | 155 |
|
|
2024
Q3 | $5.5M | Buy |
87,847
+54
| +0.1% | +$3.38K | 0.05% | 341 |
|
|
2024
Q2 | $5.57M | Buy |
87,793
+360
| +0.4% | +$22.8K | 0.06% | 310 |
|
|
2024
Q1 | $5.53M | Buy |
87,433
+22,597
| +35% | +$1.43M | 0.06% | 317 |
|
|
2023
Q4 | $3.34M | Buy |
64,836
+2,180
| +3% | +$112K | 0.05% | 371 |
|
|
2023
Q3 | $2.58M | Buy |
62,656
+1,826
| +3% | +$75.1K | 0.04% | 400 |
|
|
2023
Q2 | $2.8M | Sell |
60,830
-536
| -0.9% | -$24.7K | 0.04% | 392 |
|
|
2023
Q1 | $2.88M | Buy |
61,366
+3,931
| +7% | +$184K | 0.05% | 370 |
|
|
2022
Q4 | $2.6M | Sell |
57,435
-8,755
| -13% | -$396K | 0.04% | 382 |
|
|
2022
Q3 | $2.76M | Sell |
66,190
-3,220
| -5% | -$134K | 0.05% | 348 |
|
|
2022
Q2 | $3.19M | Buy |
69,410
+4,601
| +7% | +$212K | 0.06% | 321 |
|
|
2022
Q1 | $3.46M | Sell |
64,809
-21,705
| -25% | -$1.16M | 0.05% | 337 |
|
|
2021
Q4 | $5.23M | Sell |
86,514
-133,033
| -61% | -$8.03M | 0.08% | 258 |
|
|
2021
Q3 | $15.4M | Buy |
219,547
+823
| +0.4% | +$57.8K | 0.26% | 84 |
|
|
2021
Q2 | $15.5M | Buy |
218,724
+71,064
| +48% | +$5.03M | 0.26% | 82 |
|
|
2021
Q1 | $10.7M | Buy |
147,660
+91,288
| +162% | +$6.64M | 0.19% | 129 |
|
|
2020
Q4 | $3.48M | Buy |
56,372
+10,282
| +22% | +$634K | 0.08% | 262 |
|
|
2020
Q3 | $1.99M | Sell |
46,090
-1,589
| -3% | -$68.5K | 0.05% | 326 |
|
|
2020
Q2 | $2.44M | Buy |
47,679
+3,258
| +7% | +$166K | 0.07% | 268 |
|
|
2020
Q1 | $1.87M | Sell |
44,421
-12,916
| -23% | -$544K | 0.07% | 271 |
|
|
2019
Q4 | $4.58M | Buy |
57,337
+5,187
| +10% | +$414K | 0.14% | 165 |
|
|
2019
Q3 | $3.6M | Buy |
52,150
+3,888
| +8% | +$269K | 0.12% | 185 |
|
|
2019
Q2 | $3.38M | Sell |
48,262
-1,000
| -2% | -$70K | 0.12% | 173 |
|
|
2019
Q1 | $3.07M | Sell |
49,262
-814
| -2% | -$50.6K | 0.13% | 163 |
|
|
2018
Q4 | $2.61M | Sell |
50,076
-22,513
| -31% | -$1.17M | 0.13% | 185 |
|
|
2018
Q3 | $5.21M | Sell |
72,589
-27,007
| -27% | -$1.94M | 0.25% | 97 |
|
|
2018
Q2 | $6.67M | Sell |
99,596
-14,438
| -13% | -$966K | 0.4% | 53 |
|
|
2018
Q1 | $7.7M | Buy |
114,034
+5,647
| +5% | +$381K | 0.53% | 33 |
|
|
2017
Q4 | $8.07M | Buy |
108,387
+25,652
| +31% | +$1.91M | 0.62% | 31 |
|
|
2017
Q3 | $6.02M | Sell |
82,735
-1,334
| -2% | -$97K | 0.61% | 33 |
|
|
2017
Q2 | $5.62M | Sell |
84,069
-25,394
| -23% | -$1.7M | 0.63% | 38 |
|
|
2017
Q1 | $6.55M | Buy |
109,463
+90,024
| +463% | +$5.39M | 0.99% | 22 |
|
|
2016
Q4 | $1.16M | Buy |
+19,439
| New | +$1.16M | 0.53% | 41 |
|