Summit Securities 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 | $107K | Sell |
1,257
-6,443
| -84% | -$548K | 0.02% | 249 |
|
|
2025
Q1 | $547K | Sell |
7,700
-15,400
| -67% | -$1.09M | 0.09% | 47 |
|
|
2024
Q4 | $1.63M | Buy |
23,100
+17,200
| +292% | +$1.21M | 0.34% | 23 |
|
|
2024
Q3 | $369K | Buy |
5,900
+1,000
| +20% | +$62.5K | 0.1% | 53 |
|
|
2024
Q2 | $311K | Buy |
4,900
+1,800
| +58% | +$114K | 0.06% | 64 |
|
|
2024
Q1 | $196K | Buy |
+3,100
| New | +$196K | 0.03% | 69 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 492 |
|
|
2023
Q3 | – | Sell |
-5,044
| Closed | -$232K | – | 448 |
|
|
2023
Q2 | $232K | Sell |
5,044
-1,254
| -20% | -$57.7K | 0.03% | 116 |
|
|
2023
Q1 | $295K | Sell |
6,298
-39,560
| -86% | -$1.85M | 0.02% | 84 |
|
|
2022
Q4 | $2.07M | Sell |
45,858
-141,042
| -75% | -$6.38M | 0.08% | 31 |
|
|
2022
Q3 | $7.79M | Buy |
186,900
+96,837
| +108% | +$4.04M | 0.58% | 12 |
|
|
2022
Q2 | $4.14M | Sell |
90,063
-4,450
| -5% | -$205K | 0.52% | 13 |
|
|
2022
Q1 | $5.05M | Sell |
94,513
-51,195
| -35% | -$2.73M | 0.56% | 15 |
|
|
2021
Q4 | $8.8M | Buy |
145,708
+130,108
| +834% | +$7.86M | 0.41% | 22 |
|
|
2021
Q3 | $1.1M | Sell |
15,600
-13,982
| -47% | -$981K | 0.09% | 111 |
|
|
2021
Q2 | $2.09M | Sell |
29,582
-38,018
| -56% | -$2.69M | 0.17% | 55 |
|
|
2021
Q1 | $4.92M | Buy |
67,600
+51,600
| +323% | +$3.75M | 0.54% | 12 |
|
|
2020
Q4 | $987K | Buy |
16,000
+2,000
| +14% | +$123K | 0.08% | 90 |
|
|
2020
Q3 | $604K | Sell |
14,000
-13,100
| -48% | -$565K | 0.06% | 73 |
|
|
2020
Q2 | $1.39M | Buy |
27,100
+8,800
| +48% | +$450K | 0.17% | 39 |
|
|
2020
Q1 | $771K | Buy |
18,300
+6,100
| +50% | +$257K | 0.14% | 46 |
|
|
2019
Q4 | $975K | Buy |
12,200
+4,400
| +56% | +$352K | 0.07% | 94 |
|
|
2019
Q3 | $539K | Sell |
7,800
-12,600
| -62% | -$871K | 0.05% | 76 |
|
|
2019
Q2 | $1.43M | Buy |
20,400
+14,000
| +219% | +$981K | 0.17% | 28 |
|
|
2019
Q1 | $398K | Buy |
+6,400
| New | +$398K | 0.07% | 62 |
|
|
2018
Q4 | – | Sell |
-19,500
| Closed | -$1.4M | – | 149 |
|
|
2018
Q3 | $1.4M | Buy |
19,500
+3,000
| +18% | +$215K | 0.52% | 36 |
|
|
2018
Q2 | $1.1M | Buy |
16,500
+6,500
| +65% | +$435K | 0.16% | 42 |
|
|
2018
Q1 | $675K | Sell |
10,000
-2,500
| -20% | -$169K | 0.17% | 38 |
|
|
2017
Q4 | $930K | Sell |
12,500
-8,800
| -41% | -$655K | 0.11% | 63 |
|
|
2017
Q3 | $1.55M | Buy |
21,300
+7,900
| +59% | +$575K | 0.26% | 19 |
|
|
2017
Q2 | $896K | Buy |
+13,400
| New | +$896K | 0.16% | 54 |
|
|
2016
Q1 | – | Sell |
-6,033
| Closed | -$312K | – | 162 |
|
|
2015
Q4 | $312K | Buy |
+6,033
| New | +$312K | 0.1% | 140 |
|
|
2015
Q1 | – | Sell |
-23
| Closed | -$1K | – | 353 |
|
|
2014
Q4 | $1K | Buy |
23
+7
| +44% | +$304 | ﹤0.01% | 443 |
|
|
2014
Q3 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 521 |
|