YHB Investment 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 | $2.51M | Buy |
29,524
+1
| +0% | +$85 | 0.19% | 109 |
|
|
2025
Q1 | $2.1M | Sell |
29,523
-1,022
| -3% | -$72.6K | 0.18% | 119 |
|
|
2024
Q4 | $2.15M | Sell |
30,545
-391
| -1% | -$27.5K | 0.18% | 113 |
|
|
2024
Q3 | $1.94M | Buy |
30,936
+13
| +0% | +$814 | 0.16% | 125 |
|
|
2024
Q2 | $1.96M | Buy |
30,923
+12
| +0% | +$762 | 0.17% | 118 |
|
|
2024
Q1 | $1.95M | Buy |
30,911
+14
| +0% | +$885 | 0.17% | 119 |
|
|
2023
Q4 | $1.59M | Sell |
30,897
-6,344
| -17% | -$326K | 0.15% | 126 |
|
|
2023
Q3 | $1.53M | Sell |
37,241
-14,910
| -29% | -$613K | 0.14% | 129 |
|
|
2023
Q2 | $2.4M | Buy |
52,151
+886
| +2% | +$40.8K | 0.22% | 102 |
|
|
2023
Q1 | $2.4M | Buy |
51,265
+18,454
| +56% | +$865K | 0.24% | 97 |
|
|
2022
Q4 | $1.48M | Sell |
32,811
-37,648
| -53% | -$1.7M | 0.16% | 121 |
|
|
2022
Q3 | $2.94M | Sell |
70,459
-1,444
| -2% | -$60.2K | 0.33% | 82 |
|
|
2022
Q2 | $3.31M | Buy |
71,903
+1,053
| +1% | +$48.4K | 0.35% | 79 |
|
|
2022
Q1 | $3.78M | Sell |
70,850
-2,023
| -3% | -$108K | 0.33% | 80 |
|
|
2021
Q4 | $4.4M | Buy |
72,873
+5,950
| +9% | +$359K | 0.35% | 75 |
|
|
2021
Q3 | $4.7M | Sell |
66,923
-1,263
| -2% | -$88.6K | 0.41% | 67 |
|
|
2021
Q2 | $4.82M | Buy |
68,186
+9
| +0% | +$637 | 0.41% | 63 |
|
|
2021
Q1 | $4.94M | Sell |
68,177
-5,641
| -8% | -$409K | 0.43% | 64 |
|
|
2020
Q4 | $4.55M | Sell |
73,818
-988
| -1% | -$60.9K | 0.43% | 65 |
|
|
2020
Q3 | $3.23M | Buy |
74,806
+22,070
| +42% | +$951K | 0.35% | 71 |
|
|
2020
Q2 | $2.7M | Sell |
52,736
-10,777
| -17% | -$551K | 0.39% | 69 |
|
|
2020
Q1 | $2.68M | Buy |
63,513
+193
| +0.3% | +$8.13K | 0.46% | 63 |
|
|
2019
Q4 | $5.06M | Buy |
63,320
+244
| +0.4% | +$19.5K | 0.72% | 48 |
|
|
2019
Q3 | $4.36M | Sell |
63,076
-1,318
| -2% | -$91K | 0.66% | 48 |
|
|
2019
Q2 | $4.51M | Sell |
64,394
-20,797
| -24% | -$1.46M | 0.72% | 45 |
|
|
2019
Q1 | $5.3M | Sell |
85,191
-1
| -0% | -$62 | 0.83% | 39 |
|
|
2018
Q4 | $4.44M | Sell |
85,192
-38,428
| -31% | -$2M | 0.79% | 42 |
|
|
2018
Q3 | $8.87M | Buy |
123,620
+1,536
| +1% | +$110K | 1.34% | 21 |
|
|
2018
Q2 | $8.17M | Sell |
122,084
-760
| -0.6% | -$50.9K | 1.34% | 21 |
|
|
2018
Q1 | $8.29M | Buy |
122,844
+67
| +0.1% | +$4.52K | 1.41% | 17 |
|
|
2017
Q4 | $9.14M | Buy |
122,777
+942
| +0.8% | +$70.1K | 1.56% | 16 |
|
|
2017
Q3 | $8.86M | Buy |
121,835
+48,878
| +67% | +$3.56M | 1.58% | 16 |
|
|
2017
Q2 | $4.88M | Sell |
72,957
-48,782
| -40% | -$3.26M | 0.84% | 32 |
|
|
2017
Q1 | $7.2M | Sell |
121,739
-75
| -0.1% | -$4.43K | 1.38% | 20 |
|
|
2016
Q4 | $7.24M | Buy |
121,814
+47,839
| +65% | +$2.84M | 1.51% | 18 |
|
|
2016
Q3 | $3.49M | Sell |
73,975
-37,583
| -34% | -$1.78M | 0.84% | 40 |
|
|
2016
Q2 | $4.73M | Buy |
111,558
+63,866
| +134% | +$2.71M | 1.04% | 34 |
|
|
2016
Q1 | $1.99M | Sell |
47,692
-62,358
| -57% | -$2.6M | 0.54% | 58 |
|
|
2015
Q4 | $5.7M | Buy |
110,050
+845
| +0.8% | +$43.7K | 1.29% | 25 |
|
|
2015
Q3 | $5.42M | Buy |
109,205
+350
| +0.3% | +$17.4K | 1.28% | 22 |
|
|
2015
Q2 | $6.01M | Buy |
108,855
+3,950
| +4% | +$218K | 1.31% | 22 |
|
|
2015
Q1 | $5.41M | Sell |
104,905
-2,002
| -2% | -$103K | 1.21% | 25 |
|
|
2014
Q4 | $5.79M | Buy |
106,907
+1,852
| +2% | +$100K | 1.32% | 21 |
|
|
2014
Q3 | $5.44M | Sell |
105,055
-384
| -0.4% | -$19.9K | 1.31% | 20 |
|
|
2014
Q2 | $4.97M | Buy |
105,439
+43,389
| +70% | +$2.04M | 1.2% | 26 |
|
|
2014
Q1 | $2.95M | Buy |
+62,050
| New | +$2.95M | 0.75% | 49 |
|