Valley Forge Investment Consultants’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23K | Hold |
270
| – | – | 0.01% | 86 |
|
|
2025
Q1 | $19.2K | Buy |
270
+1
| +0.4% | +$71 | 0.01% | 80 |
|
|
2024
Q4 | $18.9K | Hold |
269
| – | – | 0.01% | 80 |
|
|
2024
Q3 | $16.8K | Buy |
269
+37
| +16% | +$2.32K | 0.01% | 80 |
|
|
2024
Q2 | $14.7K | Hold |
232
| – | – | 0.01% | 80 |
|
|
2024
Q1 | $14.7K | Hold |
232
| – | – | 0.01% | 81 |
|
|
2023
Q4 | $11.9K | Hold |
232
| – | – | 0.01% | 78 |
|
|
2023
Q3 | $9.54K | Buy |
232
+1
| +0.4% | +$41 | ﹤0.01% | 79 |
|
|
2023
Q2 | $10.6K | Hold |
231
| – | – | 0.01% | 69 |
|
|
2023
Q1 | $10.8K | Sell |
231
-19
| -8% | -$892 | 0.01% | 70 |
|
|
2022
Q4 | $11.3K | Hold |
250
| – | – | 0.01% | 74 |
|
|
2022
Q3 | $10K | Buy |
250
+15
| +6% | +$600 | 0.01% | 79 |
|
|
2022
Q2 | $11K | Sell |
235
-100
| -30% | -$4.68K | 0.01% | 78 |
|
|
2022
Q1 | $18K | Sell |
335
-200
| -37% | -$10.7K | 0.01% | 82 |
|
|
2021
Q4 | $32K | Buy |
535
+265
| +98% | +$15.9K | 0.01% | 75 |
|
|
2021
Q3 | $19K | Buy |
270
+35
| +15% | +$2.46K | 0.01% | 72 |
|
|
2021
Q2 | $17K | Hold |
235
| – | – | 0.01% | 73 |
|
|
2021
Q1 | $17K | Sell |
235
-21
| -8% | -$1.52K | 0.01% | 65 |
|
|
2020
Q4 | $16K | Buy |
+256
| New | +$16K | 0.01% | 62 |
|