Zuckerman Investment 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 | – | Sell |
-16,000
| Closed | -$1.14M | – | 156 |
|
|
2025
Q1 | $1.14M | Hold |
16,000
| – | – | 0.12% | 74 |
|
|
2024
Q4 | $1.27M | Sell |
16,000
-462
| -3% | -$36.8K | 0.12% | 75 |
|
|
2024
Q3 | $1.03M | Buy |
16,462
+12
| +0.1% | +$751 | 0.11% | 74 |
|
|
2024
Q2 | $1.04M | Buy |
16,450
+450
| +3% | +$28.6K | 0.12% | 71 |
|
|
2024
Q1 | $1.01M | Hold |
16,000
| – | – | 0.11% | 69 |
|
|
2023
Q4 | $823K | Hold |
16,000
| – | – | 0.11% | 74 |
|
|
2023
Q3 | $658K | Hold |
16,000
| – | – | 0.09% | 68 |
|
|
2023
Q2 | $737K | Sell |
16,000
-89,082
| -85% | -$4.1M | 0.11% | 67 |
|
|
2023
Q1 | $4.93M | Sell |
105,082
-9,879
| -9% | -$463K | 0.75% | 43 |
|
|
2022
Q4 | $5.2M | Buy |
114,961
+11,749
| +11% | +$531K | 0.82% | 43 |
|
|
2022
Q3 | $4.3M | Buy |
103,212
+1,029
| +1% | +$42.9K | 0.81% | 41 |
|
|
2022
Q2 | $4.7M | Sell |
102,183
-4,694
| -4% | -$216K | 0.85% | 41 |
|
|
2022
Q1 | $5.71M | Sell |
106,877
-567
| -0.5% | -$30.3K | 0.92% | 38 |
|
|
2021
Q4 | $6.49M | Buy |
107,444
+1,736
| +2% | +$105K | 1.01% | 41 |
|
|
2021
Q3 | $7.42M | Sell |
105,708
-1,035
| -1% | -$72.6K | 1.23% | 35 |
|
|
2021
Q2 | $7.55M | Sell |
106,743
-4,462
| -4% | -$316K | 1.19% | 36 |
|
|
2021
Q1 | $8.09M | Buy |
111,205
+465
| +0.4% | +$33.8K | 1.33% | 31 |
|
|
2020
Q4 | $6.83M | Buy |
110,740
+7,070
| +7% | +$436K | 1.26% | 34 |
|
|
2020
Q3 | $4.47M | Buy |
103,670
+90,108
| +664% | +$3.88M | 0.99% | 37 |
|
|
2020
Q2 | $693K | Buy |
13,562
+1,100
| +9% | +$56.2K | 0.16% | 49 |
|
|
2020
Q1 | $525K | Hold |
12,462
| – | – | 0.15% | 49 |
|
|
2019
Q4 | $996K | Sell |
12,462
-3,000
| -19% | -$240K | 0.21% | 40 |
|
|
2019
Q3 | $1.07M | Buy |
15,462
+77
| +0.5% | +$5.32K | 0.25% | 37 |
|
|
2019
Q2 | $1.08M | Hold |
15,385
| – | – | 0.24% | 37 |
|
|
2019
Q1 | $957K | Hold |
15,385
| – | – | 0.23% | 37 |
|
|
2018
Q4 | $801K | Hold |
15,385
| – | – | 0.22% | 36 |
|
|
2018
Q3 | $1.1M | Buy |
15,385
+385
| +3% | +$27.6K | 0.24% | 36 |
|
|
2018
Q2 | $1M | Hold |
15,000
| – | – | 0.24% | 34 |
|
|
2018
Q1 | $1.01M | Buy |
+15,000
| New | +$1.01M | 0.26% | 34 |
|