United Capital Financial 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 | $3.05M | Sell |
35,875
-1,551
| -4% | -$132K | 0.02% | 357 |
|
|
2025
Q1 | $2.66M | Buy |
37,426
+4,386
| +13% | +$311K | 0.02% | 371 |
|
|
2024
Q4 | $2.33M | Buy |
33,040
+966
| +3% | +$68K | 0.02% | 388 |
|
|
2024
Q3 | $2.01M | Sell |
32,074
-1,231
| -4% | -$77.1K | 0.02% | 415 |
|
|
2024
Q2 | $2.11M | Buy |
33,305
+836
| +3% | +$53.1K | 0.02% | 390 |
|
|
2024
Q1 | $2.05M | Sell |
32,469
-2,279
| -7% | -$144K | 0.02% | 420 |
|
|
2023
Q4 | $1.79M | Sell |
34,748
-9,722
| -22% | -$500K | 0.01% | 433 |
|
|
2023
Q3 | $1.83M | Sell |
44,470
-26,755
| -38% | -$1.1M | 0.01% | 434 |
|
|
2023
Q2 | $3.28M | Sell |
71,225
-17,690
| -20% | -$814K | 0.02% | 372 |
|
|
2023
Q1 | $4.17M | Sell |
88,915
-58
| -0.1% | -$2.72K | 0.02% | 340 |
|
|
2022
Q4 | $4.02M | Buy |
88,973
+5,333
| +6% | +$241K | 0.02% | 361 |
|
|
2022
Q3 | $3.49M | Sell |
83,640
-14,268
| -15% | -$595K | 0.02% | 389 |
|
|
2022
Q2 | $4.5M | Sell |
97,908
-4,782
| -5% | -$220K | 0.02% | 351 |
|
|
2022
Q1 | $5.48M | Sell |
102,690
-10,070
| -9% | -$538K | 0.03% | 354 |
|
|
2021
Q4 | $6.81M | Sell |
112,760
-2,807
| -2% | -$170K | 0.03% | 329 |
|
|
2021
Q3 | $8.11M | Sell |
115,567
-11,162
| -9% | -$783K | 0.04% | 300 |
|
|
2021
Q2 | $8.97M | Sell |
126,729
-5,386
| -4% | -$381K | 0.05% | 290 |
|
|
2021
Q1 | $9.61M | Sell |
132,115
-10,016
| -7% | -$729K | 0.05% | 266 |
|
|
2020
Q4 | $8.76M | Sell |
142,131
-10,080
| -7% | -$622K | 0.05% | 270 |
|
|
2020
Q3 | $6.56M | Buy |
152,211
+793
| +0.5% | +$34.2K | 0.04% | 295 |
|
|
2020
Q2 | $7.74M | Buy |
151,418
+3,228
| +2% | +$165K | 0.06% | 290 |
|
|
2020
Q1 | $6.24M | Sell |
148,190
-48,844
| -25% | -$2.06M | 0.05% | 305 |
|
|
2019
Q4 | $15.7M | Buy |
197,034
+28,218
| +17% | +$2.25M | 0.1% | 237 |
|
|
2019
Q3 | $11.7M | Sell |
168,816
-36,516
| -18% | -$2.52M | 0.08% | 268 |
|
|
2019
Q2 | $14.4M | Buy |
205,332
+1,950
| +1% | +$137K | 0.09% | 233 |
|
|
2019
Q1 | $12.7M | Buy |
203,382
+8,869
| +5% | +$552K | 0.09% | 252 |
|
|
2018
Q4 | $10.1M | Sell |
194,513
-4,737
| -2% | -$247K | 0.08% | 250 |
|
|
2018
Q3 | $14.3M | Buy |
199,250
+3,446
| +2% | +$247K | 0.1% | 222 |
|
|
2018
Q2 | $13.1M | Sell |
195,804
-12,612
| -6% | -$844K | 0.1% | 240 |
|
|
2018
Q1 | $14.1M | Buy |
208,416
+23,935
| +13% | +$1.62M | 0.11% | 211 |
|
|
2017
Q4 | $13.9M | Buy |
184,481
+5,546
| +3% | +$416K | 0.11% | 225 |
|
|
2017
Q3 | $13M | Buy |
178,935
+15,269
| +9% | +$1.11M | 0.11% | 224 |
|
|
2017
Q2 | $10.9M | Buy |
163,666
+5,594
| +4% | +$374K | 0.1% | 250 |
|
|
2017
Q1 | $9.46M | Sell |
158,072
-15,835
| -9% | -$947K | 0.09% | 276 |
|
|
2016
Q4 | $10.3M | Sell |
173,907
-19,600
| -10% | -$1.16M | 0.1% | 246 |
|
|
2016
Q3 | $9.14M | Buy |
193,507
+4,297
| +2% | +$203K | 0.09% | 282 |
|
|
2016
Q2 | $7.95M | Sell |
189,210
-1,637
| -0.9% | -$68.8K | 0.08% | 291 |
|
|
2016
Q1 | $7.97M | Sell |
190,847
-79,225
| -29% | -$3.31M | 0.09% | 252 |
|
|
2015
Q4 | $14M | Sell |
270,072
-17,275
| -6% | -$894K | 0.16% | 138 |
|
|
2015
Q3 | $14.3M | Buy |
287,347
+7,546
| +3% | +$374K | 0.17% | 123 |
|
|
2015
Q2 | $15.5M | Buy |
279,801
+13,310
| +5% | +$735K | 0.18% | 126 |
|
|
2015
Q1 | $14.2M | Sell |
266,491
-5,394
| -2% | -$288K | 0.17% | 138 |
|
|
2014
Q4 | $14.7M | Buy |
271,885
+21,388
| +9% | +$1.16M | 0.22% | 108 |
|
|
2014
Q3 | $13M | Buy |
250,497
+12,435
| +5% | +$644K | 0.23% | 116 |
|
|
2014
Q2 | $11.2M | Buy |
238,062
+61,829
| +35% | +$2.91M | 0.21% | 123 |
|
|
2014
Q1 | $8.39M | Buy |
176,233
+119,765
| +212% | +$5.7M | 0.18% | 133 |
|
|
2013
Q4 | $2.94M | Sell |
56,468
-84,256
| -60% | -$4.39M | 0.1% | 192 |
|
|
2013
Q3 | $6.83M | Sell |
140,724
-41,198
| -23% | -$2M | 0.22% | 102 |
|
|
2013
Q2 | $8.73M | Buy |
+181,922
| New | +$8.73M | 0.23% | 115 |
|