APP
Avantax Planning Partners’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Sell |
3,299
-61
| -2% | -$5.19K | 0.01% | 361 |
|
|
2025
Q1 | $239K | Sell |
3,360
-494
| -13% | -$35.1K | 0.01% | 379 |
|
|
2024
Q4 | $271K | Buy |
3,854
+67
| +2% | +$4.72K | 0.01% | 353 |
|
|
2024
Q3 | $237K | Sell |
3,787
-682
| -15% | -$42.7K | 0.01% | 383 |
|
|
2024
Q2 | $284K | Sell |
4,469
-59
| -1% | -$3.74K | 0.01% | 368 |
|
|
2024
Q1 | $286K | Buy |
4,528
+558
| +14% | +$35.3K | 0.01% | 369 |
|
|
2023
Q4 | $204K | Sell |
3,970
-2,029
| -34% | -$104K | 0.01% | 355 |
|
|
2023
Q3 | $247K | Sell |
5,999
-7,499
| -56% | -$308K | 0.01% | 313 |
|
|
2023
Q2 | $621K | Sell |
13,498
-5,631
| -29% | -$259K | 0.02% | 217 |
|
|
2023
Q1 | $897K | Sell |
19,129
-29,046
| -60% | -$1.36M | 0.04% | 178 |
|
|
2022
Q4 | $2.18M | Buy |
48,175
+92
| +0.2% | +$4.16K | 0.09% | 99 |
|
|
2022
Q3 | $2M | Sell |
48,083
-7,727
| -14% | -$322K | 0.09% | 95 |
|
|
2022
Q2 | $2.57M | Buy |
55,810
+13,768
| +33% | +$633K | 0.11% | 89 |
|
|
2022
Q1 | $2.25M | Buy |
42,042
+12,931
| +44% | +$691K | 0.09% | 95 |
|
|
2021
Q4 | $1.76M | Sell |
29,111
-11,779
| -29% | -$711K | 0.07% | 112 |
|
|
2021
Q3 | $2.87M | Sell |
40,890
-11,365
| -22% | -$798K | 0.13% | 65 |
|
|
2021
Q2 | $3.7M | Buy |
52,255
+2,143
| +4% | +$152K | 0.17% | 49 |
|
|
2021
Q1 | $3.65M | Sell |
50,112
-3,478
| -6% | -$253K | 0.19% | 46 |
|
|
2020
Q4 | $3.3M | Sell |
53,590
-12,238
| -19% | -$755K | 0.17% | 45 |
|
|
2020
Q3 | $2.84M | Buy |
65,828
+2,956
| +5% | +$127K | 0.15% | 57 |
|
|
2020
Q2 | $3.21M | Buy |
62,872
+56,353
| +864% | +$2.88M | 0.18% | 50 |
|
|
2020
Q1 | $275K | Sell |
6,519
-503
| -7% | -$21.2K | 0.02% | 215 |
|
|
2019
Q4 | $561K | Buy |
7,022
+403
| +6% | +$32.2K | 0.03% | 162 |
|
|
2019
Q3 | $457K | Buy |
6,619
+380
| +6% | +$26.2K | 0.03% | 179 |
|
|
2019
Q2 | $444K | Buy |
6,239
+19
| +0.3% | +$1.35K | 0.03% | 184 |
|
|
2019
Q1 | $387K | Buy |
6,220
+68
| +1% | +$4.23K | 0.03% | 197 |
|
|
2018
Q4 | $320K | Buy |
6,152
+1,068
| +21% | +$55.6K | 0.02% | 189 |
|
|
2018
Q3 | $365K | Buy |
5,084
+129
| +3% | +$9.26K | 0.03% | 169 |
|
|
2018
Q2 | $332K | Sell |
4,955
-13,781
| -74% | -$923K | 0.03% | 169 |
|
|
2018
Q1 | $1.27M | Sell |
18,736
-96
| -0.5% | -$6.48K | 0.11% | 85 |
|
|
2017
Q4 | $1.4M | Sell |
18,832
-11,133
| -37% | -$828K | 0.13% | 68 |
|
|
2017
Q3 | $2.18M | Buy |
29,965
+12,821
| +75% | +$933K | 0.17% | 60 |
|
|
2017
Q2 | $1.15M | Buy |
17,144
+12,758
| +291% | +$854K | 0.1% | 98 |
|
|
2017
Q1 | $262K | Buy |
4,386
+283
| +7% | +$16.9K | 0.02% | 260 |
|
|
2016
Q4 | $244K | Buy |
+4,103
| New | +$244K | 0.03% | 260 |
|