Accel Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Sell |
3,815
-177
| -4% | -$15.1K | 0.11% | 188 |
|
|
2025
Q1 | $283K | Sell |
3,992
-588
| -13% | -$41.7K | 0.1% | 193 |
|
|
2024
Q4 | $322K | Sell |
4,580
-79
| -2% | -$5.56K | 0.12% | 175 |
|
|
2024
Q3 | $292K | Sell |
4,659
-231
| -5% | -$14.5K | 0.11% | 188 |
|
|
2024
Q2 | $310K | Sell |
4,890
-29
| -0.6% | -$1.84K | 0.12% | 168 |
|
|
2024
Q1 | $311K | Buy |
4,919
+185
| +4% | +$11.7K | 0.13% | 154 |
|
|
2023
Q4 | $243K | Buy |
+4,734
| New | +$243K | 0.12% | 162 |
|
|
2023
Q3 | – | Sell |
-4,421
| Closed | -$204K | – | 170 |
|
|
2023
Q2 | $204K | Buy |
4,421
+1,106
| +33% | +$50.9K | 0.11% | 162 |
|
|
2023
Q1 | $155K | Sell |
3,315
-279
| -8% | -$13.1K | 0.06% | 250 |
|
|
2022
Q4 | $163K | Sell |
3,594
-228
| -6% | -$10.3K | 0.08% | 180 |
|
|
2022
Q3 | $170K | Sell |
3,822
-33
| -0.9% | -$1.47K | 0.09% | 175 |
|
|
2022
Q2 | $193K | Buy |
3,855
+1,108
| +40% | +$55.5K | 0.11% | 147 |
|
|
2022
Q1 | $144K | Buy |
2,747
+1
| +0% | +$52 | 0.07% | 196 |
|
|
2021
Q4 | $166K | Sell |
2,746
-23
| -0.8% | -$1.39K | 0.08% | 185 |
|
|
2021
Q3 | $194K | Buy |
2,769
+7
| +0.3% | +$490 | 0.13% | 137 |
|
|
2021
Q2 | $195K | Buy |
2,762
+211
| +8% | +$14.9K | 0.13% | 149 |
|
|
2021
Q1 | $186K | Buy |
2,551
+549
| +27% | +$40K | 0.15% | 139 |
|
|
2020
Q4 | $123K | Buy |
+2,002
| New | +$123K | 0.11% | 181 |
|