BSW Wealth Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $817K | Buy |
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|
2025
Q2 | $675K | Buy |
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|
2025
Q1 | $559K | Sell |
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|
2024
Q4 | $559K | Buy |
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|
2024
Q3 | $495K | Buy |
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|
2024
Q2 | $482K | Sell |
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|
2024
Q1 | $483K | Buy |
|
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|
2023
Q4 | $390K | Sell |
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|
2023
Q3 | $316K | Sell |
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|
2023
Q2 | $360K | Buy |
|
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|
2023
Q1 | $365K | Buy |
|
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|
2022
Q4 | $347K | Sell |
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|
2022
Q3 | $328K | Sell |
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|
2022
Q2 | $365K | Buy |
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|
2022
Q1 | $404K | Sell |
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|
2021
Q4 | $495K | Buy |
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|
2021
Q3 | $545K | Sell |
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|
2021
Q2 | $589K | Sell |
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|
2021
Q1 | $632K | Sell |
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|
2020
Q4 | $633K | Buy |
|
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|
2020
Q3 | $409K | Sell |
|
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|
2020
Q2 | $501K | Buy |
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|
2020
Q1 | $402K | Sell |
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|
2019
Q4 | $771K | Buy |
|
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|
2019
Q3 | $613K | Buy |
|
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|
2019
Q2 | $615K | Buy |
|
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|
2019
Q1 | $443K | Sell |
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|
2018
Q4 | $403K | Sell |
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|
2018
Q3 | $647K | Buy |
|
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|
2018
Q2 | $554K | Buy |
|
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|
2018
Q1 | $541K | Hold |
|
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|
2017
Q4 | $596K | Hold |
|
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|
2017
Q3 | $583K | Buy |
|
|||||
|
2017
Q2 | $520K | Buy |
|
|||||
|
2017
Q1 | $451K | Sell |
|
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|
2016
Q4 | $450K | Buy |
|
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|
2016
Q3 | $7.48K | Sell |
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|
2016
Q2 | $305K | Hold |
|
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|
2016
Q1 | $301K | Sell |
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|
2015
Q4 | $397K | Buy |
|
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|
2015
Q3 | $380K | Buy |
|
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|
2015
Q2 | $387K | Sell |
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|
2015
Q1 | $361K | Buy |
|
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|
2014
Q4 | $379K | Hold |
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|
2014
Q3 | $363K | Hold |
|
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|
2014
Q2 | $330K | Hold |
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|
2014
Q1 | $333K | Hold |
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|
2013
Q4 | $365K | Hold |
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|
2013
Q3 | $340K | Hold |
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|
2013
Q2 | $336K | Buy |
|