Balboa Wealth Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Buy |
3,955
+1,117
| +39% | +$95.1K | 0.07% | 224 |
|
|
2025
Q1 | $201K | Sell |
2,838
-788
| -22% | -$55.9K | 0.05% | 266 |
|
|
2024
Q4 | $255K | Buy |
+3,626
| New | +$255K | 0.06% | 238 |
|
|
2024
Q3 | – | Sell |
-4,999
| Closed | -$317K | – | 338 |
|
|
2024
Q2 | $317K | Sell |
4,999
-5,289
| -51% | -$336K | 0.08% | 183 |
|
|
2024
Q1 | $651K | Buy |
10,288
+913
| +10% | +$57.7K | 0.19% | 99 |
|
|
2023
Q4 | $482K | Buy |
+9,375
| New | +$482K | 0.16% | 117 |
|