VisionPoint Advisory 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 | $668K | Buy |
7,850
+2,268
| +41% | +$193K | 0.15% | 156 |
|
2025
Q1 | $396K | Buy |
5,582
+483
| +9% | +$34.3K | 0.14% | 139 |
|
2024
Q4 | $357K | Sell |
5,099
-131
| -3% | -$9.16K | 0.12% | 134 |
|
2024
Q3 | $327K | Buy |
5,230
+1,666
| +47% | +$104K | 0.11% | 136 |
|
2024
Q2 | $226K | Buy |
3,564
+3,559
| +71,180% | +$226K | 0.08% | 153 |
|
2024
Q1 | $316 | Sell |
5
-25
| -83% | -$1.58K | ﹤0.01% | 760 |
|
2023
Q4 | $1.54K | Sell |
30
-60
| -67% | -$3.09K | ﹤0.01% | 651 |
|
2023
Q3 | $3.7K | Buy |
90
+60
| +200% | +$2.47K | ﹤0.01% | 531 |
|
2023
Q2 | $1.38K | Buy |
+30
| New | +$1.38K | ﹤0.01% | 493 |
|
2021
Q2 | – | Sell |
-2,805
| Closed | -$204K | – | 94 |
|
2021
Q1 | $204K | Buy |
+2,805
| New | +$204K | 0.1% | 111 |
|