Tarbox Family Office’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Buy |
4,501
+58
| +1% | +$4.94K | 0.06% | 81 |
|
|
2025
Q1 | $315K | Sell |
4,443
-22
| -0.5% | -$1.56K | 0.05% | 90 |
|
|
2024
Q4 | $314K | Buy |
4,465
+33
| +0.7% | +$2.32K | 0.05% | 86 |
|
|
2024
Q3 | $277K | Hold |
4,432
| – | – | 0.05% | 99 |
|
|
2024
Q2 | $281K | Hold |
4,432
| – | – | 0.05% | 89 |
|
|
2024
Q1 | $280K | Hold |
4,432
| – | – | 0.05% | 88 |
|
|
2023
Q4 | $228K | Buy |
+4,432
| New | +$228K | 0.04% | 92 |
|
|
2023
Q3 | – | Sell |
-4,469
| Closed | -$206K | – | 102 |
|
|
2023
Q2 | $206K | Sell |
4,469
-37
| -0.8% | -$1.7K | 0.04% | 98 |
|
|
2023
Q1 | $211K | Buy |
4,506
+37
| +0.8% | +$1.74K | 0.04% | 97 |
|
|
2022
Q4 | $202K | Sell |
4,469
-212
| -5% | -$9.59K | 0.04% | 92 |
|
|
2022
Q3 | $215K | Hold |
4,681
| – | – | 0.05% | 83 |
|
|
2022
Q2 | $215K | Sell |
4,681
-172
| -4% | -$7.9K | 0.05% | 100 |
|
|
2022
Q1 | $259K | Sell |
4,853
-380
| -7% | -$20.3K | 0.05% | 83 |
|
|
2021
Q4 | $316K | Hold |
5,233
| – | – | 0.05% | 102 |
|
|
2021
Q3 | $367K | Hold |
5,233
| – | – | 0.07% | 101 |
|
|
2021
Q2 | $370K | Hold |
5,233
| – | – | 0.07% | 103 |
|
|
2021
Q1 | $381K | Hold |
5,233
| – | – | 0.08% | 93 |
|
|
2020
Q4 | $323K | Buy |
5,233
+144
| +3% | +$8.89K | 0.07% | 94 |
|
|
2020
Q3 | $219K | Sell |
5,089
-13
| -0.3% | -$559 | 0.05% | 108 |
|
|
2020
Q2 | $261K | Buy |
5,102
+167
| +3% | +$8.54K | 0.07% | 99 |
|
|
2020
Q1 | $208K | Buy |
4,935
+112
| +2% | +$4.72K | 0.07% | 100 |
|
|
2019
Q4 | $385K | Sell |
4,823
-828
| -15% | -$66.1K | 0.11% | 73 |
|
|
2019
Q3 | $390K | Hold |
5,651
| – | – | 0.12% | 54 |
|
|
2019
Q2 | $396K | Buy |
5,651
+39
| +0.7% | +$2.73K | 0.12% | 54 |
|
|
2019
Q1 | $349K | Sell |
5,612
-1
| -0% | -$62 | 0.13% | 58 |
|
|
2018
Q4 | $292K | Sell |
5,613
-102
| -2% | -$5.31K | 0.12% | 60 |
|
|
2018
Q3 | $410K | Hold |
5,715
| – | – | 0.15% | 50 |
|
|
2018
Q2 | $382K | Hold |
5,715
| – | – | 0.15% | 51 |
|
|
2018
Q1 | $386K | Buy |
5,715
+121
| +2% | +$8.17K | 0.15% | 54 |
|
|
2017
Q4 | $416K | Buy |
5,594
+827
| +17% | +$61.5K | 0.17% | 49 |
|
|
2017
Q3 | $347K | Sell |
4,767
-30
| -0.6% | -$2.18K | 0.15% | 48 |
|
|
2017
Q2 | $321K | Hold |
4,797
| – | – | 0.16% | 43 |
|
|
2017
Q1 | $287K | Sell |
4,797
-2
| -0% | -$120 | 0.15% | 44 |
|
|
2016
Q4 | $285K | Hold |
4,799
| – | – | 0.16% | 37 |
|
|
2016
Q3 | $227K | Buy |
4,799
+40
| +0.8% | +$1.89K | 0.15% | 47 |
|
|
2016
Q2 | $202K | Buy |
4,759
+10
| +0.2% | +$424 | 0.14% | 49 |
|
|
2016
Q1 | $198K | Sell |
4,749
-49
| -1% | -$2.04K | 0.15% | 54 |
|
|
2015
Q4 | $248K | Buy |
4,798
+36
| +0.8% | +$1.86K | 0.2% | 39 |
|
|
2015
Q3 | $236K | Hold |
4,762
| – | – | 0.22% | 38 |
|
|
2015
Q2 | $263K | Hold |
4,762
| – | – | 0.23% | 38 |
|
|
2015
Q1 | $245K | Sell |
4,762
-2,155
| -31% | -$111K | 0.22% | 42 |
|
|
2014
Q4 | $374K | Sell |
6,917
-5,320
| -43% | -$288K | 0.35% | 34 |
|
|
2014
Q3 | $634K | Buy |
12,237
+82
| +0.7% | +$4.25K | 0.57% | 23 |
|
|
2014
Q2 | $572K | Sell |
12,155
-25
| -0.2% | -$1.18K | 0.51% | 26 |
|
|
2014
Q1 | $587K | Sell |
12,180
-85
| -0.7% | -$4.1K | 0.52% | 24 |
|
|
2013
Q4 | $639K | Buy |
+12,265
| New | +$639K | 0.53% | 24 |
|