USA Financial Formulas’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,471
| Closed | -$1.24M | – | 259 |
|
|
2025
Q1 | $1.24M | Buy |
+17,471
| New | +$1.24M | 0.2% | 36 |
|
|
2024
Q4 | – | Sell |
-3,707
| Closed | -$232K | – | 301 |
|
|
2024
Q3 | $232K | Sell |
3,707
-17,449
| -82% | -$1.09M | 0.04% | 146 |
|
|
2024
Q2 | $1.34M | Buy |
21,156
+21,130
| +81,269% | +$1.34M | 0.22% | 33 |
|
|
2024
Q1 | $1.64K | Buy |
26
+3
| +13% | +$190 | ﹤0.01% | 287 |
|
|
2023
Q4 | $1.18K | Buy |
23
+1
| +5% | +$51 | ﹤0.01% | 321 |
|
|
2023
Q3 | $905 | Hold |
22
| – | – | ﹤0.01% | 406 |
|
|
2023
Q2 | $1.01K | Hold |
22
| – | – | ﹤0.01% | 369 |
|
|
2023
Q1 | $1.03K | Buy |
+22
| New | +$1.03K | ﹤0.01% | 295 |
|
|
2022
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 215 |
|
|
2022
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 240 |
|
|
2022
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 273 |
|
|
2021
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 303 |
|
|
2021
Q3 | $1K | Sell |
18
-698
| -97% | -$38.8K | ﹤0.01% | 346 |
|
|
2021
Q2 | $51K | Buy |
716
+698
| +3,878% | +$49.7K | 0.04% | 220 |
|
|
2021
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 291 |
|
|
2020
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 257 |
|
|
2020
Q1 | – | Sell |
-1,843
| Closed | -$147K | – | 217 |
|
|
2019
Q4 | $147K | Buy |
+1,843
| New | +$147K | 0.06% | 146 |
|
|
2018
Q1 | – | Sell |
-50,088
| Closed | -$3.73M | – | 322 |
|
|
2017
Q4 | $3.73M | Buy |
50,088
+45,961
| +1,114% | +$3.42M | 0.89% | 50 |
|
|
2017
Q3 | $300K | Sell |
4,127
-550
| -12% | -$40K | 0.07% | 220 |
|
|
2017
Q2 | $313K | Sell |
4,677
-28
| -0.6% | -$1.87K | 0.08% | 206 |
|
|
2017
Q1 | $281K | Buy |
+4,705
| New | +$281K | 0.07% | 212 |
|