Toth Financial Advisory’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.8K | Buy |
703
+1
| +0.1% | +$85 | 0.01% | 288 |
|
|
2025
Q1 | $49.8K | Buy |
702
+1
| +0.1% | +$71 | 0.01% | 291 |
|
|
2024
Q4 | $49.4K | Hold |
701
| – | – | 0.01% | 298 |
|
|
2024
Q3 | $43.9K | Buy |
701
+1
| +0.1% | +$63 | 0.01% | 307 |
|
|
2024
Q2 | $44.4K | Buy |
700
+1
| +0.1% | +$63 | 0.01% | 302 |
|
|
2024
Q1 | $44.2K | Buy |
699
+1
| +0.1% | +$63 | 0.01% | 302 |
|
|
2023
Q4 | $35.9K | Sell |
698
-184
| -21% | -$9.47K | ﹤0.01% | 322 |
|
|
2023
Q3 | $36.3K | Buy |
882
+751
| +573% | +$30.9K | 0.01% | 298 |
|
|
2023
Q2 | $6.05K | Buy |
131
+1
| +0.8% | +$46 | ﹤0.01% | 530 |
|
|
2023
Q1 | $6.12K | Hold |
130
| – | – | ﹤0.01% | 511 |
|
|
2022
Q4 | $5.86K | Buy |
130
+1
| +0.8% | +$45 | ﹤0.01% | 484 |
|
|
2022
Q3 | $5K | Buy |
129
+1
| +0.8% | +$39 | ﹤0.01% | 533 |
|
|
2022
Q2 | $6K | Buy |
128
+1
| +0.8% | +$47 | ﹤0.01% | 482 |
|
|
2022
Q1 | $7K | Hold |
127
| – | – | ﹤0.01% | 502 |
|
|
2021
Q4 | $8K | Buy |
127
+1
| +0.8% | +$63 | ﹤0.01% | 512 |
|
|
2021
Q3 | $9K | Buy |
126
+1
| +0.8% | +$71 | ﹤0.01% | 492 |
|
|
2021
Q2 | $9K | Hold |
125
| – | – | ﹤0.01% | 459 |
|
|
2021
Q1 | $9K | Buy |
125
+75
| +150% | +$5.4K | ﹤0.01% | 466 |
|
|
2020
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 484 |
|
|
2020
Q3 | $2K | Sell |
50
-22
| -31% | -$880 | ﹤0.01% | 463 |
|
|
2020
Q2 | $4K | Buy |
72
+22
| +44% | +$1.22K | ﹤0.01% | 408 |
|
|
2020
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 370 |
|
|
2019
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 359 |
|
|
2019
Q3 | $3K | Sell |
50
-35
| -41% | -$2.1K | ﹤0.01% | 368 |
|
|
2019
Q2 | $6K | Hold |
85
| – | – | ﹤0.01% | 347 |
|
|
2019
Q1 | $5K | Hold |
85
| – | – | ﹤0.01% | 341 |
|
|
2018
Q4 | $4K | Buy |
85
+35
| +70% | +$1.65K | ﹤0.01% | 329 |
|
|
2018
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 363 |
|
|
2018
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 369 |
|
|
2018
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 383 |
|
|
2017
Q4 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 365 |
|