BOK Financial Private Wealth’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.26K | Hold |
50
| – | – | ﹤0.01% | 397 |
|
|
2025
Q1 | $3.55K | Sell |
50
-41
| -45% | -$2.91K | ﹤0.01% | 445 |
|
|
2024
Q4 | $6.41K | Sell |
91
-159
| -64% | -$11.2K | ﹤0.01% | 393 |
|
|
2024
Q3 | $15.7K | Buy |
+250
| New | +$15.7K | ﹤0.01% | 360 |
|
|
2023
Q4 | – | Sell |
-122
| Closed | -$5.01K | – | 518 |
|
|
2023
Q3 | $5.01K | Sell |
122
-330
| -73% | -$13.6K | ﹤0.01% | 343 |
|
|
2023
Q2 | $20.8K | Hold |
452
| – | – | ﹤0.01% | 284 |
|
|
2023
Q1 | $21.2K | Sell |
452
-335
| -43% | -$15.7K | ﹤0.01% | 302 |
|
|
2022
Q4 | $35.6K | Hold |
787
| – | – | ﹤0.01% | 253 |
|
|
2022
Q3 | $33K | Hold |
787
| – | – | ﹤0.01% | 266 |
|
|
2022
Q2 | $36K | Sell |
787
-4,959
| -86% | -$227K | ﹤0.01% | 266 |
|
|
2022
Q1 | $307K | Buy |
5,746
+1,044
| +22% | +$55.8K | 0.02% | 234 |
|
|
2021
Q4 | $284K | Sell |
4,702
-1,532
| -25% | -$92.5K | 0.02% | 236 |
|
|
2021
Q3 | $437K | Buy |
6,234
+985
| +19% | +$69K | 0.03% | 161 |
|
|
2021
Q2 | $371K | Buy |
5,249
+1,992
| +61% | +$141K | 0.03% | 160 |
|
|
2021
Q1 | $237K | Buy |
+3,257
| New | +$237K | 0.02% | 174 |
|
|
2020
Q2 | – | Sell |
-42,918
| Closed | -$1.81M | – | 165 |
|
|
2020
Q1 | $1.81M | Sell |
42,918
-23,208
| -35% | -$978K | 0.22% | 84 |
|
|
2019
Q4 | $5.28M | Buy |
66,126
+60,259
| +1,027% | +$4.81M | 0.45% | 54 |
|
|
2019
Q3 | $405K | Buy |
5,867
+49
| +0.8% | +$3.38K | 0.06% | 75 |
|
|
2019
Q2 | $407K | Buy |
5,818
+571
| +11% | +$39.9K | 0.06% | 71 |
|
|
2019
Q1 | $326K | Buy |
5,247
+447
| +9% | +$27.8K | 0.04% | 75 |
|
|
2018
Q4 | $250K | Buy |
+4,800
| New | +$250K | 0.03% | 103 |
|