Tortoise 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 | $31.2K | Buy |
366
+87
| +31% | +$7.41K | ﹤0.01% | 449 |
|
|
2025
Q1 | $19.8K | Sell |
279
-150
| -35% | -$10.6K | ﹤0.01% | 496 |
|
|
2024
Q4 | $30.2K | Hold |
429
| – | – | ﹤0.01% | 495 |
|
|
2024
Q3 | $26.9K | Hold |
429
| – | – | ﹤0.01% | 513 |
|
|
2024
Q2 | $27.2K | Hold |
429
| – | – | ﹤0.01% | 485 |
|
|
2024
Q1 | $27.1K | Hold |
429
| – | – | ﹤0.01% | 467 |
|
|
2023
Q4 | $22.1K | Hold |
429
| – | – | ﹤0.01% | 466 |
|
|
2023
Q3 | $17.6K | Sell |
429
-2
| -0.5% | -$82 | ﹤0.01% | 473 |
|
|
2023
Q2 | $19.9K | Hold |
431
| – | – | ﹤0.01% | 465 |
|
|
2023
Q1 | $20.2K | Hold |
431
| – | – | ﹤0.01% | 457 |
|
|
2022
Q4 | $19.5K | Hold |
431
| – | – | ﹤0.01% | 458 |
|
|
2022
Q3 | $18K | Sell |
431
-14
| -3% | -$585 | ﹤0.01% | 454 |
|
|
2022
Q2 | $20K | Buy |
445
+24
| +6% | +$1.08K | ﹤0.01% | 423 |
|
|
2022
Q1 | $22K | Hold |
421
| – | – | ﹤0.01% | 411 |
|
|
2021
Q4 | $25K | Sell |
421
-5
| -1% | -$297 | ﹤0.01% | 373 |
|
|
2021
Q3 | $30K | Buy |
426
+5
| +1% | +$352 | 0.01% | 328 |
|
|
2021
Q2 | $30K | Hold |
421
| – | – | 0.01% | 326 |
|
|
2021
Q1 | $31K | Buy |
421
+16
| +4% | +$1.18K | 0.01% | 300 |
|
|
2020
Q4 | $25K | Buy |
405
+26
| +7% | +$1.61K | 0.01% | 304 |
|
|
2020
Q3 | $16K | Sell |
379
-100
| -21% | -$4.22K | ﹤0.01% | 327 |
|
|
2020
Q2 | $24K | Sell |
479
-512
| -52% | -$25.7K | 0.01% | 278 |
|
|
2020
Q1 | $42K | Buy |
991
+152
| +18% | +$6.44K | 0.01% | 233 |
|
|
2019
Q4 | $67K | Hold |
839
| – | – | 0.02% | 218 |
|
|
2019
Q3 | $58K | Hold |
839
| – | – | 0.02% | 226 |
|
|
2019
Q2 | $59K | Buy |
839
+45
| +6% | +$3.16K | 0.01% | 235 |
|
|
2019
Q1 | $49K | Sell |
794
-10
| -1% | -$617 | 0.01% | 252 |
|
|
2018
Q4 | $42K | Sell |
804
-200
| -20% | -$10.4K | 0.01% | 249 |
|
|
2018
Q3 | $72K | Hold |
1,004
| – | – | 0.02% | 212 |
|
|
2018
Q2 | $67K | Buy |
1,004
+200
| +25% | +$13.3K | 0.02% | 215 |
|
|
2018
Q1 | $54K | Hold |
804
| – | – | 0.01% | 231 |
|
|
2017
Q4 | $60K | Sell |
804
-333
| -29% | -$24.9K | 0.02% | 221 |
|
|
2017
Q3 | $83K | Hold |
1,137
| – | – | 0.03% | 193 |
|
|
2017
Q2 | $76K | Hold |
1,137
| – | – | 0.02% | 179 |
|
|
2017
Q1 | $68K | Sell |
1,137
-500
| -31% | -$29.9K | 0.02% | 176 |
|
|
2016
Q4 | $97K | Buy |
1,637
+500
| +44% | +$29.6K | 0.03% | 148 |
|
|
2016
Q3 | $54K | Hold |
1,137
| – | – | 0.02% | 187 |
|
|
2016
Q2 | $48K | Hold |
1,137
| – | – | 0.02% | 200 |
|
|
2016
Q1 | $47K | Sell |
1,137
-167
| -13% | -$6.9K | 0.02% | 200 |
|
|
2015
Q4 | $67K | Buy |
1,304
+167
| +15% | +$8.58K | 0.02% | 184 |
|
|
2015
Q3 | $56K | Hold |
1,137
| – | – | 0.02% | 193 |
|
|
2015
Q2 | $63K | Hold |
1,137
| – | – | 0.02% | 191 |
|
|
2015
Q1 | $59K | Sell |
1,137
-71
| -6% | -$3.68K | 0.02% | 194 |
|
|
2014
Q4 | $65K | Buy |
1,208
+163
| +16% | +$8.77K | 0.03% | 188 |
|
|
2014
Q3 | $54K | Sell |
1,045
-72
| -6% | -$3.72K | 0.02% | 201 |
|
|
2014
Q2 | $53K | Buy |
1,117
+102
| +10% | +$4.84K | 0.02% | 206 |
|
|
2014
Q1 | $48K | Hold |
1,015
| – | – | 0.02% | 195 |
|
|
2013
Q4 | $53K | Hold |
1,015
| – | – | 0.03% | 173 |
|
|
2013
Q3 | $49K | Hold |
1,015
| – | – | 0.03% | 150 |
|
|
2013
Q2 | $49K | Buy |
+1,015
| New | +$49K | 0.03% | 147 |
|