Alterna Wealth Management’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 |
-3,645
| Closed | -$259K | – | 108 |
|
|
2025
Q1 | $259K | Buy |
3,645
+300
| +9% | +$21.3K | 0.2% | 84 |
|
|
2024
Q4 | $235K | Sell |
3,345
-5,345
| -62% | -$376K | 0.2% | 81 |
|
|
2024
Q3 | $544K | Buy |
8,690
+500
| +6% | +$31.3K | 0.49% | 48 |
|
|
2024
Q2 | $520K | Sell |
8,190
-4,629
| -36% | -$294K | 0.46% | 55 |
|
|
2024
Q1 | $811K | Buy |
12,819
+4,529
| +55% | +$286K | 0.66% | 34 |
|
|
2023
Q4 | $426K | Hold |
8,290
| – | – | 0.51% | 49 |
|
|
2023
Q3 | $341K | Sell |
8,290
-119
| -1% | -$4.89K | 0.44% | 55 |
|
|
2023
Q2 | $387K | Hold |
8,409
| – | – | 0.45% | 49 |
|
|
2023
Q1 | $394K | Sell |
8,409
-873
| -9% | -$40.9K | 0.49% | 49 |
|
|
2022
Q4 | $420K | Hold |
9,282
| – | – | 0.47% | 45 |
|
|
2022
Q3 | $387K | Sell |
9,282
-1,800
| -16% | -$75K | 0.46% | 48 |
|
|
2022
Q2 | $510K | Buy |
11,082
+1,000
| +10% | +$46K | 0.52% | 39 |
|
|
2022
Q1 | $538K | Sell |
10,082
-3,793
| -27% | -$202K | 0.45% | 47 |
|
|
2021
Q4 | $838K | Buy |
+13,875
| New | +$838K | 0.7% | 40 |
|
|
2019
Q3 | – | Sell |
-5,820
| Closed | -$408K | – | 118 |
|
|
2019
Q2 | $408K | Buy |
5,820
+2,010
| +53% | +$141K | 0.49% | 53 |
|
|
2019
Q1 | $237K | Sell |
3,810
-47,893
| -93% | -$2.98M | 0.2% | 80 |
|
|
2018
Q4 | $3.35M | Buy |
+51,703
| New | +$3.35M | 0.55% | 26 |
|