Atria Wealth Solutions’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.35M Sell
38,562
-86,080
-69% -$7.47M 0.08% 291
2025
Q1
$8.85M Sell
124,642
-11,987
-9% -$851K 0.11% 208
2024
Q4
$9.62M Buy
136,629
+2,361
+2% +$166K 0.11% 199
2024
Q3
$8.41M Sell
134,268
-479
-0.4% -$30K 0.09% 226
2024
Q2
$8.55M Sell
134,747
-10,774
-7% -$684K 0.09% 218
2024
Q1
$9.2M Buy
145,521
+6,823
+5% +$431K 0.1% 206
2023
Q4
$7.13M Buy
138,698
+17,257
+14% +$888K 0.09% 230
2023
Q3
$4.99M Sell
121,441
-10,188
-8% -$419K 0.07% 292
2023
Q2
$6.06M Buy
131,629
+16,039
+14% +$738K 0.08% 237
2023
Q1
$5.42M Buy
115,590
+22,294
+24% +$1.05M 0.08% 247
2022
Q4
$4.22M Buy
93,296
+1,579
+2% +$71.4K 0.07% 286
2022
Q3
$3.82M Buy
91,717
+56,774
+162% +$2.37M 0.07% 293
2022
Q2
$1.61M Sell
34,943
-54,922
-61% -$2.53M 0.03% 495
2022
Q1
$4.8M Buy
+89,865
New +$4.8M 0.08% 263