Allworth Financial’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5M | Buy |
58,701
+17,659
| +43% | +$1.5M | 0.02% | 303 |
|
|
2025
Q1 | $2.8M | Sell |
41,042
-2,331
| -5% | -$159K | 0.02% | 343 |
|
|
2024
Q4 | $3.54M | Buy |
43,373
+9,573
| +28% | +$782K | 0.02% | 305 |
|
|
2024
Q3 | $2.12M | Buy |
33,800
+1,909
| +6% | +$120K | 0.01% | 330 |
|
|
2024
Q2 | $2.08M | Buy |
31,891
+11,957
| +60% | +$779K | 0.01% | 328 |
|
|
2024
Q1 | $1.26M | Buy |
19,934
+3,233
| +19% | +$204K | 0.01% | 374 |
|
|
2023
Q4 | $859K | Buy |
16,701
+3,207
| +24% | +$165K | 0.01% | 430 |
|
|
2023
Q3 | $555K | Buy |
13,494
+2,070
| +18% | +$85.1K | ﹤0.01% | 463 |
|
|
2023
Q2 | $526K | Buy |
11,424
+342
| +3% | +$15.7K | ﹤0.01% | 492 |
|
|
2023
Q1 | $520K | Buy |
11,082
+1,263
| +13% | +$59.2K | 0.01% | 465 |
|
|
2022
Q4 | $444K | Sell |
9,819
-465
| -5% | -$21K | ﹤0.01% | 482 |
|
|
2022
Q3 | $429K | Buy |
10,284
+1,304
| +15% | +$54.4K | 0.01% | 455 |
|
|
2022
Q2 | $413K | Buy |
8,980
+2,042
| +29% | +$93.9K | 0.01% | 434 |
|
|
2022
Q1 | $370K | Sell |
6,938
-1,297
| -16% | -$69.2K | ﹤0.01% | 447 |
|
|
2021
Q4 | $497K | Buy |
8,235
+238
| +3% | +$14.4K | 0.01% | 378 |
|
|
2021
Q3 | $561K | Buy |
7,997
+1,932
| +32% | +$136K | 0.01% | 311 |
|
|
2021
Q2 | $429K | Sell |
6,065
-534
| -8% | -$37.8K | 0.01% | 276 |
|
|
2021
Q1 | $480K | Buy |
6,599
+1,614
| +32% | +$117K | 0.01% | 247 |
|
|
2020
Q4 | $307K | Buy |
4,985
+20
| +0.4% | +$1.23K | 0.01% | 231 |
|
|
2020
Q3 | $214K | Buy |
4,965
+387
| +8% | +$16.7K | 0.01% | 233 |
|
|
2020
Q2 | $234K | Buy |
4,578
+236
| +5% | +$12.1K | 0.01% | 226 |
|
|
2020
Q1 | $183K | Buy |
4,342
+611
| +16% | +$25.8K | 0.01% | 249 |
|
|
2019
Q4 | $298K | Buy |
3,731
+402
| +12% | +$32.1K | 0.01% | 154 |
|
|
2019
Q3 | $230K | Sell |
3,329
-194
| -6% | -$13.4K | 0.01% | 153 |
|
|
2019
Q2 | $247K | Sell |
3,523
-2
| -0.1% | -$140 | 0.01% | 145 |
|
|
2019
Q1 | $219K | Buy |
3,525
+2,733
| +345% | +$170K | 0.01% | 154 |
|
|
2018
Q4 | $41K | Buy |
792
+96
| +14% | +$4.97K | ﹤0.01% | 312 |
|
|
2018
Q3 | $50K | Buy |
696
+85
| +14% | +$6.11K | ﹤0.01% | 294 |
|
|
2018
Q2 | $41K | Buy |
611
+25
| +4% | +$1.68K | ﹤0.01% | 309 |
|
|
2018
Q1 | $40K | Sell |
586
-6
| -1% | -$410 | ﹤0.01% | 279 |
|
|
2017
Q4 | $44K | Buy |
592
+11
| +2% | +$818 | ﹤0.01% | 264 |
|
|
2017
Q3 | $42K | Sell |
581
-346
| -37% | -$25K | ﹤0.01% | 261 |
|
|
2017
Q2 | $62K | Buy |
927
+242
| +35% | +$16.2K | 0.01% | 223 |
|
|
2017
Q1 | $41K | Sell |
685
-50
| -7% | -$2.99K | ﹤0.01% | 252 |
|
|
2016
Q4 | $44K | Buy |
735
+170
| +30% | +$10.2K | ﹤0.01% | 225 |
|
|
2016
Q3 | $27K | Buy |
565
+15
| +3% | +$717 | ﹤0.01% | 282 |
|
|
2016
Q2 | $23K | Buy |
550
+10
| +2% | +$418 | ﹤0.01% | 288 |
|
|
2016
Q1 | $23K | Buy |
540
+402
| +291% | +$17.1K | ﹤0.01% | 290 |
|
|
2015
Q4 | $7K | Sell |
138
-91
| -40% | -$4.62K | ﹤0.01% | 411 |
|
|
2015
Q3 | $11K | Buy |
229
+3
| +1% | +$144 | ﹤0.01% | 377 |
|
|
2015
Q2 | $12K | Sell |
226
-108
| -32% | -$5.74K | ﹤0.01% | 361 |
|
|
2015
Q1 | $17K | Buy |
+334
| New | +$17K | 0.01% | 322 |
|
|
2013
Q4 | – | Sell |
-835
| Closed | -$40K | – | 71 |
|
|
2013
Q3 | $40K | Buy |
+835
| New | +$40K | 0.02% | 69 |
|