Summit Financial’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
20,646
-981
| -5% | -$83.5K | 0.04% | 314 |
|
|
2025
Q1 | $1.54M | Buy |
21,627
+6,701
| +45% | +$476K | 0.04% | 298 |
|
|
2024
Q4 | $1.05M | Buy |
14,926
+1,264
| +9% | +$89K | 0.04% | 307 |
|
|
2024
Q3 | $855K | Sell |
13,662
-650
| -5% | -$40.7K | 0.03% | 288 |
|
|
2024
Q2 | $908K | Buy |
14,312
+5,099
| +55% | +$324K | 0.04% | 246 |
|
|
2024
Q1 | $583K | Buy |
9,213
+1,464
| +19% | +$92.6K | 0.03% | 233 |
|
|
2023
Q4 | $399K | Buy |
7,749
+703
| +10% | +$36.2K | 0.03% | 270 |
|
|
2023
Q3 | $290K | Buy |
7,046
+242
| +4% | +$9.95K | 0.02% | 292 |
|
|
2023
Q2 | $313K | Buy |
6,804
+507
| +8% | +$23.3K | 0.02% | 273 |
|
|
2023
Q1 | $295K | Sell |
6,297
-1,611
| -20% | -$75.5K | 0.03% | 210 |
|
|
2022
Q4 | $358K | Sell |
7,908
-394
| -5% | -$17.8K | 0.03% | 195 |
|
|
2022
Q3 | $346K | Buy |
8,302
+562
| +7% | +$23.4K | 0.03% | 202 |
|
|
2022
Q2 | $356K | Buy |
7,740
+123
| +2% | +$5.66K | 0.03% | 182 |
|
|
2022
Q1 | $407K | Buy |
7,617
+1,212
| +19% | +$64.7K | 0.03% | 198 |
|
|
2021
Q4 | $387K | Buy |
6,405
+2,652
| +71% | +$160K | 0.03% | 189 |
|
|
2021
Q3 | $263K | Buy |
+3,753
| New | +$263K | 0.02% | 199 |
|