Trifecta Capital Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.8K | Buy |
268
+203
| +312% | +$17.3K | ﹤0.01% | 212 |
|
|
2025
Q1 | $4.62K | Hold |
65
| – | – | ﹤0.01% | 243 |
|
|
2024
Q4 | $4.58K | Hold |
65
| – | – | ﹤0.01% | 236 |
|
|
2024
Q3 | $4.07K | Hold |
65
| – | – | ﹤0.01% | 245 |
|
|
2024
Q2 | $4.13K | Hold |
65
| – | – | ﹤0.01% | 252 |
|
|
2024
Q1 | $4.11K | Hold |
65
| – | – | ﹤0.01% | 241 |
|
|
2023
Q4 | $3.34K | Sell |
65
-12
| -16% | -$617 | ﹤0.01% | 279 |
|
|
2023
Q3 | $3.17K | Sell |
77
-1,740
| -96% | -$71.6K | ﹤0.01% | 264 |
|
|
2023
Q2 | $83.7K | Hold |
1,817
| – | – | 0.03% | 115 |
|
|
2023
Q1 | $85.2K | Hold |
1,817
| – | – | 0.03% | 116 |
|
|
2022
Q4 | $82.2K | Buy |
+1,817
| New | +$82.2K | 0.03% | 107 |
|