Successful Portfolios’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
2,924
-43
| -1% | -$3.66K | 0.15% | 138 |
|
|
2025
Q1 | $211K | Buy |
2,967
+1
| +0% | +$71 | 0.14% | 146 |
|
|
2024
Q4 | $209K | Buy |
+2,966
| New | +$209K | 0.14% | 146 |
|
|
2024
Q3 | – | Sell |
-3,640
| Closed | -$231K | – | 165 |
|
|
2024
Q2 | $231K | Sell |
3,640
-403
| -10% | -$25.6K | 0.16% | 131 |
|
|
2024
Q1 | $256K | Sell |
4,043
-31
| -0.8% | -$1.96K | 0.17% | 126 |
|
|
2023
Q4 | $210K | Buy |
+4,074
| New | +$210K | 0.16% | 148 |
|
|
2023
Q3 | – | Sell |
-4,406
| Closed | -$203K | – | 146 |
|
|
2023
Q2 | $203K | Sell |
4,406
-2,122
| -33% | -$97.7K | 0.17% | 143 |
|
|
2023
Q1 | $306K | Sell |
6,528
-42
| -0.6% | -$1.97K | 0.19% | 134 |
|
|
2022
Q4 | $297K | Sell |
6,570
-145
| -2% | -$6.56K | 0.19% | 139 |
|
|
2022
Q3 | $280K | Buy |
6,715
+1,975
| +42% | +$82.4K | 0.2% | 134 |
|
|
2022
Q2 | $218K | Sell |
4,740
-266
| -5% | -$12.2K | 0.15% | 161 |
|
|
2022
Q1 | $267K | Sell |
5,006
-54
| -1% | -$2.88K | 0.15% | 158 |
|
|
2021
Q4 | $306K | Hold |
5,060
| – | – | 0.17% | 143 |
|
|
2021
Q3 | $355K | Hold |
5,060
| – | – | 0.21% | 121 |
|
|
2021
Q2 | $358K | Buy |
5,060
+100
| +2% | +$7.08K | 0.22% | 120 |
|
|
2021
Q1 | $361K | Sell |
4,960
-30
| -0.6% | -$2.18K | 0.24% | 109 |
|
|
2020
Q4 | $308K | Sell |
4,990
-218
| -4% | -$13.5K | 0.22% | 120 |
|
|
2020
Q3 | $225K | Sell |
5,208
-100
| -2% | -$4.32K | 0.18% | 142 |
|
|
2020
Q2 | $271K | Buy |
5,308
+35
| +0.7% | +$1.79K | 0.24% | 119 |
|
|
2020
Q1 | $222K | Buy |
5,273
+192
| +4% | +$8.08K | 0.22% | 121 |
|
|
2019
Q4 | $406K | Sell |
5,081
-172
| -3% | -$13.7K | 0.36% | 77 |
|
|
2019
Q3 | $363K | Buy |
5,253
+25
| +0.5% | +$1.73K | 0.34% | 83 |
|
|
2019
Q2 | $366K | Sell |
5,228
-150
| -3% | -$10.5K | 0.39% | 76 |
|
|
2019
Q1 | $335K | Sell |
5,378
-140
| -3% | -$8.72K | 0.37% | 85 |
|
|
2018
Q4 | $287K | Sell |
5,518
-155
| -3% | -$8.06K | 0.37% | 84 |
|
|
2018
Q3 | $407K | Sell |
5,673
-20
| -0.4% | -$1.44K | 0.44% | 69 |
|
|
2018
Q2 | $381K | Hold |
5,693
| – | – | 0.45% | 71 |
|
|
2018
Q1 | $384K | Buy |
5,693
+20
| +0.4% | +$1.35K | 0.47% | 67 |
|
|
2017
Q4 | $422K | Buy |
+5,673
| New | +$422K | 0.52% | 60 |
|