Abundance Wealth Counselors’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 |
-18,523
| Closed | -$1.32M | – | 166 |
|
|
2025
Q1 | $1.32M | Buy |
18,523
+93
| +0.5% | +$6.6K | 0.28% | 65 |
|
|
2024
Q4 | $1.3M | Buy |
18,430
+376
| +2% | +$26.5K | 0.28% | 56 |
|
|
2024
Q3 | $1.13M | Buy |
+18,054
| New | +$1.13M | 0.23% | 75 |
|
|
2024
Q2 | – | Sell |
-17,738
| Closed | -$1.12M | – | 79 |
|
|
2024
Q1 | $1.12M | Buy |
17,738
+2,234
| +14% | +$141K | 0.26% | 67 |
|
|
2023
Q4 | $798K | Buy |
15,504
+462
| +3% | +$23.8K | 0.21% | 77 |
|
|
2023
Q3 | $619K | Buy |
+15,042
| New | +$619K | 0.18% | 84 |
|
|
2023
Q2 | – | Sell |
-14,853
| Closed | -$696K | – | 79 |
|
|
2023
Q1 | $696K | Sell |
14,853
-16,131
| -52% | -$756K | 0.18% | 84 |
|
|
2022
Q4 | $1.4M | Sell |
30,984
-1,883
| -6% | -$85.1K | 0.38% | 46 |
|
|
2022
Q3 | $1.37M | Buy |
32,867
+1,538
| +5% | +$64.1K | 0.39% | 35 |
|
|
2022
Q2 | $1.44M | Buy |
31,329
+4,760
| +18% | +$219K | 0.39% | 37 |
|
|
2022
Q1 | $1.42M | Buy |
26,569
+2,591
| +11% | +$138K | 0.39% | 46 |
|
|
2021
Q4 | $1.45M | Buy |
+23,978
| New | +$1.45M | 0.37% | 42 |
|
|
2021
Q3 | – | Sell |
-21,329
| Closed | -$1.51M | – | 56 |
|
|
2021
Q2 | $1.51M | Buy |
21,329
+19,786
| +1,282% | +$1.4M | 0.39% | 30 |
|
|
2021
Q1 | $112K | Buy |
+1,543
| New | +$112K | 0.03% | 109 |
|