Tevis Investment Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
19,058
-844
| -4% | -$71.8K | 1.04% | 32 |
|
|
2025
Q1 | $1.4M | Hold |
19,902
| – | – | 1.04% | 32 |
|
|
2024
Q4 | $1.4M | Sell |
19,902
-494
| -2% | -$34.8K | 1.04% | 32 |
|
|
2024
Q3 | $1.28M | Buy |
20,396
+631
| +3% | +$39.5K | 0.94% | 33 |
|
|
2024
Q2 | $1.25M | Buy |
19,765
+4,989
| +34% | +$317K | 1.01% | 35 |
|
|
2024
Q1 | $934K | Buy |
14,776
+4,509
| +44% | +$285K | 0.79% | 43 |
|
|
2023
Q4 | $528K | Buy |
+10,267
| New | +$528K | 0.49% | 59 |
|
|
2022
Q2 | – | Sell |
-70
| Closed | -$4K | – | 488 |
|
|
2022
Q1 | $4K | Hold |
70
| – | – | ﹤0.01% | 441 |
|
|
2021
Q4 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 496 |
|