Altium Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.37M | Buy |
29,722
+329
| +1% | +$15.1K | 0.1% | 129 |
|
|
2022
Q1 | $1.57M | Buy |
29,393
+672
| +2% | +$35.9K | 0.1% | 114 |
|
|
2021
Q4 | $1.73M | Buy |
28,721
+777
| +3% | +$46.9K | 0.11% | 99 |
|
|
2021
Q3 | $1.96M | Buy |
27,944
+2,243
| +9% | +$157K | 0.14% | 84 |
|
|
2021
Q2 | $1.82M | Buy |
25,701
+172
| +0.7% | +$12.2K | 0.13% | 88 |
|
|
2021
Q1 | $1.86M | Buy |
25,529
+2,096
| +9% | +$152K | 0.15% | 78 |
|
|
2020
Q4 | $1.45M | Buy |
23,433
+3,326
| +17% | +$205K | 0.13% | 87 |
|
|
2020
Q3 | $867K | Sell |
20,107
-1,411
| -7% | -$60.8K | 0.09% | 105 |
|
|
2020
Q2 | $1.1M | Sell |
21,518
-3,353
| -13% | -$171K | 0.12% | 83 |
|
|
2020
Q1 | $1.05M | Buy |
24,871
+3,459
| +16% | +$146K | 0.14% | 78 |
|
|
2019
Q4 | $1.71M | Buy |
21,412
+1,828
| +9% | +$146K | 0.2% | 64 |
|
|
2019
Q3 | $1.35M | Buy |
19,584
+3,048
| +18% | +$211K | 0.18% | 72 |
|
|
2019
Q2 | $1.16M | Buy |
16,536
+1,145
| +7% | +$80.2K | 0.17% | 73 |
|
|
2019
Q1 | $958K | Buy |
15,391
+985
| +7% | +$61.3K | 0.15% | 83 |
|
|
2018
Q4 | $750K | Sell |
14,406
-1,259
| -8% | -$65.5K | 0.14% | 101 |
|
|
2018
Q3 | $1.12M | Buy |
15,665
+1,581
| +11% | +$113K | 0.22% | 76 |
|
|
2018
Q2 | $943K | Buy |
14,084
+4,121
| +41% | +$276K | 0.25% | 78 |
|
|
2018
Q1 | $672K | Sell |
9,963
-1,562
| -14% | -$105K | 0.26% | 61 |
|
|
2017
Q4 | $858K | Buy |
+11,525
| New | +$858K | 0.39% | 48 |
|