Valley Brook Capital Group’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
+2,550
| New | +$217K | 0.16% | 107 |
|
|
2024
Q3 | – | Sell |
-3,384
| Closed | -$215K | – | 118 |
|
|
2024
Q2 | $215K | Sell |
3,384
-100
| -3% | -$6.35K | 0.17% | 108 |
|
|
2024
Q1 | $220K | Buy |
+3,484
| New | +$220K | 0.18% | 110 |
|
|
2023
Q2 | – | Sell |
-7,793
| Closed | -$365K | – | 106 |
|
|
2023
Q1 | $365K | Sell |
7,793
-750
| -9% | -$35.2K | 0.34% | 74 |
|
|
2022
Q4 | $386K | Hold |
8,543
| – | – | 0.37% | 70 |
|
|
2022
Q3 | $355K | Hold |
8,543
| – | – | 0.39% | 69 |
|
|
2022
Q2 | $392K | Sell |
8,543
-2,550
| -23% | -$117K | 0.4% | 68 |
|
|
2022
Q1 | $592K | Buy |
11,093
+641
| +6% | +$34.2K | 0.51% | 57 |
|
|
2021
Q4 | $631K | Hold |
10,452
| – | – | 0.54% | 52 |
|
|
2021
Q3 | $733K | Sell |
10,452
-330
| -3% | -$23.1K | 0.73% | 42 |
|
|
2021
Q2 | $762K | Buy |
10,782
+280
| +3% | +$19.8K | 0.73% | 42 |
|
|
2021
Q1 | $764K | Sell |
10,502
-150
| -1% | -$10.9K | 0.69% | 37 |
|
|
2020
Q4 | $656K | Buy |
+10,652
| New | +$656K | 0.65% | 41 |
|