Baker Tilly 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 | $402K | Sell |
4,729
-308
| -6% | -$26.2K | 0.14% | 150 |
|
|
2025
Q1 | $358K | Sell |
5,037
-311
| -6% | -$22.1K | 0.14% | 160 |
|
|
2024
Q4 | $376K | Buy |
5,348
+236
| +5% | +$16.6K | 0.15% | 155 |
|
|
2024
Q3 | $320K | Sell |
5,112
-413
| -7% | -$25.9K | 0.14% | 170 |
|
|
2024
Q2 | $351K | Sell |
5,525
-8,319
| -60% | -$528K | 0.14% | 171 |
|
|
2024
Q1 | $875K | Sell |
13,844
-230
| -2% | -$14.5K | 0.16% | 141 |
|
|
2023
Q4 | $724K | Sell |
14,074
-2,097
| -13% | -$108K | 0.12% | 190 |
|
|
2023
Q3 | $665K | Sell |
16,171
-37,766
| -70% | -$1.55M | 0.11% | 191 |
|
|
2023
Q2 | $2.48M | Buy |
53,937
+974
| +2% | +$44.8K | 0.26% | 85 |
|
|
2023
Q1 | $2.48M | Buy |
52,963
+1,682
| +3% | +$78.9K | 0.28% | 78 |
|
|
2022
Q4 | $2.32M | Sell |
51,281
-559
| -1% | -$25.3K | 0.29% | 83 |
|
|
2022
Q3 | $2.16M | Sell |
51,840
-9,978
| -16% | -$416K | 0.29% | 74 |
|
|
2022
Q2 | $2.84M | Buy |
61,818
+8,960
| +17% | +$412K | 0.37% | 65 |
|
|
2022
Q1 | $2.82M | Buy |
52,858
+2,672
| +5% | +$143K | 0.31% | 69 |
|
|
2021
Q4 | $3.03M | Sell |
50,186
-412
| -0.8% | -$24.9K | 0.33% | 63 |
|
|
2021
Q3 | $3.55M | Buy |
50,598
+1,207
| +2% | +$84.7K | 0.47% | 43 |
|
|
2021
Q2 | $3.49M | Buy |
49,391
+17,642
| +56% | +$1.25M | 0.56% | 36 |
|
|
2021
Q1 | $2.31M | Buy |
31,749
+21,905
| +223% | +$1.59M | 0.47% | 45 |
|
|
2020
Q4 | $607K | Buy |
+9,844
| New | +$607K | 0.19% | 128 |
|