United Asset Strategies’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Buy |
131,495
+823
| +0.6% | +$70.1K | 0.96% | 35 |
|
|
2025
Q1 | $9.28M | Buy |
+130,672
| New | +$9.28M | 0.86% | 43 |
|
|
2022
Q2 | – | Sell |
-20,456
| Closed | -$1.09M | – | 211 |
|
|
2022
Q1 | $1.09M | Buy |
20,456
+623
| +3% | +$33.3K | 0.14% | 125 |
|
|
2021
Q4 | $1.2M | Sell |
19,833
-810
| -4% | -$48.9K | 0.14% | 116 |
|
|
2021
Q3 | $1.45M | Buy |
20,643
+1,161
| +6% | +$81.5K | 0.19% | 94 |
|
|
2021
Q2 | $1.38M | Buy |
19,482
+846
| +5% | +$59.8K | 0.18% | 96 |
|
|
2021
Q1 | $1.36M | Buy |
18,636
+208
| +1% | +$15.1K | 0.2% | 91 |
|
|
2020
Q4 | $1.14M | Sell |
18,428
-3,579
| -16% | -$221K | 0.18% | 99 |
|
|
2020
Q3 | $949K | Sell |
22,007
-71,857
| -77% | -$3.1M | 0.17% | 97 |
|
|
2020
Q2 | $4.8M | Buy |
93,864
+7,325
| +8% | +$374K | 0.94% | 38 |
|
|
2020
Q1 | $3.65M | Sell |
86,539
-18,157
| -17% | -$765K | 0.9% | 37 |
|
|
2019
Q4 | $8.36M | Buy |
104,696
+7,581
| +8% | +$606K | 1.62% | 14 |
|
|
2019
Q3 | $6.71M | Buy |
97,115
+5,130
| +6% | +$354K | 1.47% | 19 |
|
|
2019
Q2 | $6.44M | Buy |
91,985
+10,545
| +13% | +$739K | 1.48% | 19 |
|
|
2019
Q1 | $5.07M | Buy |
81,440
+9,772
| +14% | +$608K | 1.19% | 27 |
|
|
2018
Q4 | $3.73M | Buy |
71,668
+37,034
| +107% | +$1.93M | 1.02% | 30 |
|
|
2018
Q3 | $2.49M | Buy |
34,634
+1,495
| +5% | +$107K | 0.58% | 56 |
|
|
2018
Q2 | $2.22M | Buy |
33,139
+13,385
| +68% | +$896K | 0.59% | 55 |
|
|
2018
Q1 | $1.33M | Buy |
19,754
+1,041
| +6% | +$70.2K | 0.39% | 66 |
|
|
2017
Q4 | $1.39M | Buy |
18,713
+3,508
| +23% | +$261K | 0.37% | 71 |
|
|
2017
Q3 | $1.11M | Buy |
15,205
+4,972
| +49% | +$362K | 0.63% | 42 |
|
|
2017
Q2 | $684K | Buy |
10,233
+5,074
| +98% | +$339K | 0.2% | 95 |
|
|
2017
Q1 | $309K | Buy |
+5,159
| New | +$309K | 0.09% | 112 |
|