180 Wealth 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 | $206K | Buy |
+2,425
| New | +$206K | 0.03% | 395 |
|
|
2022
Q4 | – | Sell |
-5,957
| Closed | -$248K | – | 369 |
|
|
2022
Q3 | $248K | Sell |
5,957
-311
| -5% | -$12.9K | 0.07% | 279 |
|
|
2022
Q2 | $294K | Sell |
6,268
-2,522
| -29% | -$118K | 0.08% | 262 |
|
|
2022
Q1 | $465K | Sell |
8,790
-469
| -5% | -$24.8K | 0.1% | 185 |
|
|
2021
Q4 | $586K | Sell |
9,259
-696
| -7% | -$44.1K | 0.13% | 154 |
|
|
2021
Q3 | $720K | Buy |
9,955
+5
| +0.1% | +$362 | 0.16% | 131 |
|
|
2021
Q2 | $726K | Sell |
9,950
-51
| -0.5% | -$3.72K | 0.17% | 127 |
|
|
2021
Q1 | $777K | Buy |
10,001
+127
| +1% | +$9.87K | 0.19% | 119 |
|
|
2020
Q4 | $629K | Sell |
9,874
-635
| -6% | -$40.5K | 0.18% | 123 |
|
|
2020
Q3 | $457K | Sell |
10,509
-1,064
| -9% | -$46.3K | 0.17% | 124 |
|
|
2020
Q2 | $581K | Sell |
11,573
-416
| -3% | -$20.9K | 0.23% | 99 |
|
|
2020
Q1 | $470K | Buy |
11,989
+551
| +5% | +$21.6K | 0.24% | 105 |
|
|
2019
Q4 | $929K | Sell |
11,438
-474
| -4% | -$38.5K | 0.37% | 77 |
|
|
2019
Q3 | $835K | Sell |
11,912
-2,697
| -18% | -$189K | 0.37% | 72 |
|
|
2019
Q2 | $999K | Buy |
14,609
+4,919
| +51% | +$336K | 0.45% | 60 |
|
|
2019
Q1 | $660K | Buy |
9,690
+5,389
| +125% | +$367K | 0.3% | 93 |
|
|
2018
Q4 | $309K | Hold |
4,301
| – | – | 0.14% | 175 |
|
|
2018
Q3 | $309K | Sell |
4,301
-483
| -10% | -$34.7K | 0.14% | 176 |
|
|
2018
Q2 | $320K | Sell |
4,784
-164
| -3% | -$11K | 0.16% | 174 |
|
|
2018
Q1 | $337K | Sell |
4,948
-249
| -5% | -$17K | 0.18% | 151 |
|
|
2017
Q4 | $387K | Buy |
+5,197
| New | +$387K | 0.2% | 132 |
|