AWM
AE Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.8M | Buy |
338,615
+16,479
| +5% | +$1.4M | 0.21% | 108 |
|
|
2025
Q1 | $22.9M | Sell |
322,136
-755
| -0.2% | -$53.6K | 0.19% | 120 |
|
|
2024
Q4 | $22.7M | Buy |
322,891
+18,502
| +6% | +$1.3M | 0.19% | 119 |
|
|
2024
Q3 | $19.1M | Buy |
304,389
+31,882
| +12% | +$2M | 0.17% | 137 |
|
|
2024
Q2 | $17.3M | Sell |
272,507
-412
| -0.2% | -$26.1K | 0.17% | 139 |
|
|
2024
Q1 | $17.3M | Sell |
272,919
-65,340
| -19% | -$4.13M | 0.2% | 140 |
|
|
2023
Q4 | $18.2M | Buy |
338,259
+55,347
| +20% | +$2.97M | 0.09% | 253 |
|
|
2023
Q3 | $11.6M | Buy |
282,912
+12,241
| +5% | +$503K | 0.07% | 343 |
|
|
2023
Q2 | $12.5M | Buy |
270,671
+84,258
| +45% | +$3.88M | 0.07% | 322 |
|
|
2023
Q1 | $8.74M | Sell |
186,413
-32,768
| -15% | -$1.54M | 0.06% | 374 |
|
|
2022
Q4 | $9.91M | Buy |
219,181
+18,943
| +9% | +$857K | 0.07% | 321 |
|
|
2022
Q3 | $8.34M | Buy |
200,238
+1,955
| +1% | +$81.5K | 0.07% | 316 |
|
|
2022
Q2 | $9.12M | Buy |
198,283
+23,050
| +13% | +$1.06M | 0.07% | 292 |
|
|
2022
Q1 | $9.36M | Buy |
175,233
+2,276
| +1% | +$122K | 0.06% | 295 |
|
|
2021
Q4 | $10.4M | Buy |
172,957
+16,381
| +10% | +$989K | 0.07% | 256 |
|
|
2021
Q3 | $11M | Buy |
156,576
+6,797
| +5% | +$477K | 0.09% | 226 |
|
|
2021
Q2 | $10.6M | Buy |
149,779
+4,035
| +3% | +$285K | 0.09% | 212 |
|
|
2021
Q1 | $10.6M | Buy |
145,744
+6,028
| +4% | +$439K | 0.11% | 192 |
|
|
2020
Q4 | $8.62M | Sell |
139,716
-6,277
| -4% | -$387K | 0.1% | 202 |
|
|
2020
Q3 | $6.29M | Sell |
145,993
-498
| -0.3% | -$21.5K | 0.09% | 202 |
|
|
2020
Q2 | $7.49M | Buy |
146,491
+32,962
| +29% | +$1.68M | 0.12% | 173 |
|
|
2020
Q1 | $4.78M | Buy |
113,529
+22,277
| +24% | +$938K | 0.11% | 170 |
|
|
2019
Q4 | $7.29M | Buy |
91,252
+12,423
| +16% | +$992K | 0.16% | 122 |
|
|
2019
Q3 | $5.45M | Buy |
78,829
+13,730
| +21% | +$948K | 0.16% | 128 |
|
|
2019
Q2 | $4.56M | Buy |
65,099
+47,586
| +272% | +$3.33M | 0.14% | 134 |
|
|
2019
Q1 | $1.09M | Buy |
17,513
+11,007
| +169% | +$685K | 0.08% | 202 |
|
|
2018
Q4 | $339K | Sell |
6,506
-398
| -6% | -$20.7K | 0.06% | 323 |
|
|
2018
Q3 | $495K | Buy |
6,904
+3,193
| +86% | +$229K | 0.03% | 323 |
|
|
2018
Q2 | $248K | Buy |
3,711
+449
| +14% | +$30K | 0.02% | 374 |
|
|
2018
Q1 | $220K | Buy |
+3,262
| New | +$220K | 0.02% | 389 |
|