Westover Capital 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 | $337K | Hold |
3,962
| – | – | 0.07% | 177 |
|
|
2025
Q1 | $281K | Hold |
3,962
| – | – | 0.06% | 196 |
|
|
2024
Q4 | $279K | Hold |
3,962
| – | – | 0.06% | 195 |
|
|
2024
Q3 | $248K | Buy |
+3,962
| New | +$248K | 0.05% | 216 |
|
|
2020
Q1 | – | Sell |
-6,385
| Closed | -$510K | – | 113 |
|
|
2019
Q4 | $510K | Buy |
6,385
+271
| +4% | +$21.6K | 0.23% | 86 |
|
|
2019
Q3 | $422K | Buy |
6,114
+653
| +12% | +$45.1K | 0.2% | 91 |
|
|
2019
Q2 | $382K | Buy |
5,461
+37
| +0.7% | +$2.59K | 0.19% | 91 |
|
|
2019
Q1 | $337K | Sell |
5,424
-329
| -6% | -$20.4K | 0.18% | 93 |
|
|
2018
Q4 | $300K | Buy |
5,753
+1,356
| +31% | +$70.7K | 0.19% | 87 |
|
|
2018
Q3 | $315K | Sell |
4,397
-854
| -16% | -$61.2K | 0.16% | 93 |
|
|
2018
Q2 | $351K | Sell |
5,251
-17,891
| -77% | -$1.2M | 0.19% | 83 |
|
|
2018
Q1 | $1.56M | Sell |
23,142
-34,958
| -60% | -$2.36M | 0.85% | 43 |
|
|
2017
Q4 | $4.32M | Sell |
58,100
-763
| -1% | -$56.8K | 2.37% | 6 |
|
|
2017
Q3 | $4.28M | Buy |
58,863
+3,941
| +7% | +$287K | 2.52% | 9 |
|
|
2017
Q2 | $3.67M | Buy |
54,922
+31,052
| +130% | +$2.08M | 2.42% | 9 |
|
|
2017
Q1 | $1.43M | Buy |
+23,870
| New | +$1.43M | 0.95% | 36 |
|