Bogart Wealth LLC’s Citigroup C Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.7K | Sell |
114
-48
| -30% | -$4.09K | ﹤0.01% | 799 |
|
2025
Q1 | $11.5K | Sell |
162
-61
| -27% | -$4.33K | ﹤0.01% | 707 |
|
2024
Q4 | $15.7K | Buy |
223
+218
| +4,360% | +$15.3K | ﹤0.01% | 632 |
|
2024
Q3 | $313 | Hold |
5
| – | – | ﹤0.01% | 1086 |
|
2024
Q2 | $317 | Hold |
5
| – | – | ﹤0.01% | 1072 |
|
2024
Q1 | $316 | Hold |
5
| – | – | ﹤0.01% | 1029 |
|
2023
Q4 | $257 | Sell |
5
-23
| -82% | -$1.18K | ﹤0.01% | 1027 |
|
2023
Q3 | $1.15K | Hold |
28
| – | – | ﹤0.01% | 949 |
|
2023
Q2 | $1.29K | Buy |
28
+23
| +460% | +$1.06K | ﹤0.01% | 931 |
|
2023
Q1 | $234 | Sell |
5
-209
| -98% | -$9.78K | ﹤0.01% | 1070 |
|
2022
Q4 | $9.68K | Buy |
214
+159
| +289% | +$7.19K | ﹤0.01% | 554 |
|
2022
Q3 | $2K | Buy |
55
+50
| +1,000% | +$1.82K | ﹤0.01% | 810 |
|
2022
Q2 | $0 | Sell |
5
-93
| -95% | – | ﹤0.01% | 902 |
|
2022
Q1 | $5K | Sell |
98
-22
| -18% | -$1.12K | ﹤0.01% | 564 |
|
2021
Q4 | $7K | Hold |
120
| – | – | ﹤0.01% | 506 |
|
2021
Q3 | $8K | Hold |
120
| – | – | ﹤0.01% | 481 |
|
2021
Q2 | $8K | Buy |
+120
| New | +$8K | ﹤0.01% | 463 |
|
2020
Q1 | – | Sell |
-49
| Closed | -$4K | – | 426 |
|
2019
Q4 | $4K | Hold |
49
| – | – | ﹤0.01% | 332 |
|
2019
Q3 | $3K | Hold |
49
| – | – | ﹤0.01% | 317 |
|
2019
Q2 | $3K | Buy |
+49
| New | +$3K | ﹤0.01% | 297 |
|