Stokes Family Office’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 | Buy |
3,319
+8
| +0.2% | +$681 | 0.03% | 205 |
|
|
2025
Q1 | $235K | Sell |
3,311
-145
| -4% | -$10.3K | 0.03% | 213 |
|
|
2024
Q4 | $243K | Buy |
+3,456
| New | +$243K | 0.03% | 214 |
|
|
2023
Q3 | – | Sell |
-6,102
| Closed | -$281K | – | 344 |
|
|
2023
Q2 | $281K | Buy |
6,102
+1,254
| +26% | +$57.7K | 0.03% | 247 |
|
|
2023
Q1 | $227K | Buy |
+4,848
| New | +$227K | 0.03% | 259 |
|
|
2022
Q4 | – | Sell |
-5,286
| Closed | -$220K | – | 278 |
|
|
2022
Q3 | $220K | Sell |
5,286
-793
| -13% | -$33K | 0.03% | 243 |
|
|
2022
Q2 | $280K | Buy |
6,079
+1,377
| +29% | +$63.4K | 0.04% | 214 |
|
|
2022
Q1 | $251K | Buy |
4,702
+164
| +4% | +$8.76K | 0.03% | 225 |
|
|
2021
Q4 | $274K | Buy |
4,538
+326
| +8% | +$19.7K | 0.03% | 202 |
|
|
2021
Q3 | $296K | Buy |
4,212
+470
| +13% | +$33K | 0.04% | 185 |
|
|
2021
Q2 | $265K | Buy |
3,742
+715
| +24% | +$50.6K | 0.04% | 187 |
|
|
2021
Q1 | $220K | Buy |
+3,027
| New | +$220K | 0.03% | 186 |
|