Summit Global Investments’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Sell |
4,697
-8,360
| -64% | -$712K | 0.02% | 337 |
|
|
2025
Q1 | $927K | Sell |
13,057
-49,547
| -79% | -$3.52M | 0.07% | 182 |
|
|
2024
Q4 | $4.41M | Buy |
62,604
+31,964
| +104% | +$2.25M | 0.28% | 79 |
|
|
2024
Q3 | $1.92M | Buy |
30,640
+22,774
| +290% | +$1.43M | 0.12% | 136 |
|
|
2024
Q2 | $499K | Sell |
7,866
-3,074
| -28% | -$195K | 0.03% | 348 |
|
|
2024
Q1 | $690K | Buy |
10,940
+2,687
| +33% | +$169K | 0.05% | 274 |
|
|
2023
Q4 | $425K | Sell |
8,253
-4,274
| -34% | -$220K | 0.03% | 362 |
|
|
2023
Q3 | $515K | Buy |
12,527
+1,937
| +18% | +$79.6K | 0.03% | 335 |
|
|
2023
Q2 | $488K | Buy |
+10,590
| New | +$488K | 0.03% | 339 |
|
|
2022
Q4 | – | Sell |
-29,303
| Closed | -$1.22M | – | 459 |
|
|
2022
Q3 | $1.22M | Sell |
29,303
-826
| -3% | -$34.4K | 0.11% | 175 |
|
|
2022
Q2 | $1.39M | Buy |
30,129
+25,449
| +544% | +$1.17M | 0.12% | 172 |
|
|
2022
Q1 | $250K | Buy |
4,680
+7
| +0.1% | +$374 | 0.02% | 436 |
|
|
2021
Q4 | $282K | Hold |
4,673
| – | – | 0.02% | 456 |
|
|
2021
Q3 | $328K | Hold |
4,673
| – | – | 0.02% | 383 |
|
|
2021
Q2 | $331K | Sell |
4,673
-39
| -0.8% | -$2.76K | 0.02% | 440 |
|
|
2021
Q1 | $343K | Buy |
4,712
+301
| +7% | +$21.9K | 0.02% | 434 |
|
|
2020
Q4 | $272K | Buy |
+4,411
| New | +$272K | 0.03% | 231 |
|