Stonegate Investment Group’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
12,528
+170
| +1% | +$14.5K | 0.03% | 172 |
|
|
2025
Q1 | $877K | Buy |
12,358
+236
| +2% | +$16.8K | 0.02% | 163 |
|
|
2024
Q4 | $853K | Buy |
12,122
+405
| +3% | +$28.5K | 0.02% | 167 |
|
|
2024
Q3 | $733K | Buy |
11,717
+2,723
| +30% | +$170K | 0.02% | 190 |
|
|
2024
Q2 | $571K | Buy |
8,994
+3,554
| +65% | +$226K | 0.02% | 208 |
|
|
2024
Q1 | $344K | Buy |
+5,440
| New | +$344K | 0.01% | 248 |
|
|
2023
Q2 | – | Sell |
-4,298
| Closed | -$202K | – | 345 |
|
|
2023
Q1 | $202K | Sell |
4,298
-1,142
| -21% | -$53.5K | 0.01% | 290 |
|
|
2022
Q4 | $246K | Sell |
5,440
-5,003
| -48% | -$226K | 0.01% | 266 |
|
|
2022
Q3 | $435K | Sell |
10,443
-278,541
| -96% | -$11.6M | 0.02% | 192 |
|
|
2022
Q2 | $13.3M | Buy |
288,984
+9,141
| +3% | +$420K | 0.58% | 39 |
|
|
2022
Q1 | $14.9M | Buy |
279,843
+4,638
| +2% | +$248K | 0.49% | 37 |
|
|
2021
Q4 | $16.6M | Buy |
+275,205
| New | +$16.6M | 0.7% | 36 |
|