Steward Large Cap Value Fund C Holdings History
Steward Large Cap Value Fund's Citigroup Inc Holding Summary
As of 2025-04-30, Steward Large Cap Value Fund held 18,900.00 shares of Citigroup Inc(C), totaling $1.29 Mil. This investment constitutes 1.57% of their stock portfolio, and Steward Large Cap Value Fund now holds 0% of the outstanding Citigroup Inc(C) stock.
The initial trade took place in 2023Q2. And since then Steward Large Cap Value Fund has made 4 purchases of C, at an average price of $59.59, for a total of 26,600.00 shares. In addition, there have been 1 sales at an average price of $46.55 for 7,700.00 shares. Based on historical transaction data and C's current price of $89.96, Steward Large Cap Value Fund's estimated gain on his C holdings is $473,608.00, reflecting a 29.88% gain to date.
Steward Large Cap Value Fund C ($89.96) Holding Chart
Steward Large Cap Value Fund C ($89.96) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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