Truepoint Inc’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,708
| Closed | -$242K | – | 137 |
|
|
2023
Q4 | $242K | Buy |
+4,708
| New | +$242K | 0.01% | 203 |
|
|
2022
Q4 | – | Sell |
-6,613
| Closed | -$276K | – | 158 |
|
|
2022
Q3 | $276K | Buy |
+6,613
| New | +$276K | 0.01% | 130 |
|
|
2019
Q4 | – | Sell |
-11,437
| Closed | -$790K | – | 119 |
|
|
2019
Q3 | $790K | Sell |
11,437
-11,049
| -49% | -$763K | 0.07% | 43 |
|
|
2019
Q2 | $1.58M | Buy |
22,486
+292
| +1% | +$20.5K | 0.13% | 35 |
|
|
2019
Q1 | $1.38M | Buy |
22,194
+1,450
| +7% | +$90.2K | 0.12% | 32 |
|
|
2018
Q4 | $1.08M | Buy |
20,744
+86
| +0.4% | +$4.48K | 0.1% | 37 |
|
|
2018
Q3 | $1.48M | Buy |
+20,658
| New | +$1.48M | 0.13% | 27 |
|
|
2016
Q4 | – | Sell |
-20,505
| Closed | -$968K | – | 94 |
|
|
2016
Q3 | $968K | Sell |
20,505
-233,189
| -92% | -$11M | 0.12% | 27 |
|
|
2016
Q2 | $254K | Buy |
253,694
+3,385
| +1% | +$3.39K | 0.03% | 64 |
|
|
2016
Q1 | $250K | Sell |
250,309
-22,328
| -8% | -$22.3K | 0.03% | 66 |
|
|
2015
Q4 | $288K | Buy |
272,637
+252,785
| +1,273% | +$267K | 0.04% | 56 |
|
|
2015
Q3 | $985K | Buy |
+19,852
| New | +$985K | 0.15% | 21 |
|