BSW 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 | $675K | Buy |
7,932
+62
| +0.8% | +$5.28K | 0.09% | 124 |
|
|
2025
Q1 | $559K | Sell |
7,870
-68
| -0.9% | -$4.83K | 0.08% | 144 |
|
|
2024
Q4 | $559K | Buy |
7,938
+36
| +0.5% | +$2.53K | 0.08% | 143 |
|
|
2024
Q3 | $495K | Buy |
7,902
+308
| +4% | +$19.3K | 0.07% | 150 |
|
|
2024
Q2 | $482K | Sell |
7,594
-44
| -0.6% | -$2.79K | 0.08% | 139 |
|
|
2024
Q1 | $483K | Buy |
7,638
+65
| +0.9% | +$4.11K | 0.08% | 141 |
|
|
2023
Q4 | $390K | Sell |
7,573
-119
| -2% | -$6.12K | 0.08% | 152 |
|
|
2023
Q3 | $316K | Sell |
7,692
-124
| -2% | -$5.1K | 0.07% | 165 |
|
|
2023
Q2 | $360K | Buy |
7,816
+37
| +0.5% | +$1.7K | 0.08% | 156 |
|
|
2023
Q1 | $365K | Buy |
7,779
+97
| +1% | +$4.55K | 0.07% | 186 |
|
|
2022
Q4 | $347K | Sell |
7,682
-178
| -2% | -$8.04K | 0.07% | 186 |
|
|
2022
Q3 | $328K | Sell |
7,860
-70
| -0.9% | -$2.92K | 0.08% | 163 |
|
|
2022
Q2 | $365K | Buy |
7,930
+373
| +5% | +$17.2K | 0.09% | 159 |
|
|
2022
Q1 | $404K | Sell |
7,557
-633
| -8% | -$33.8K | 0.1% | 158 |
|
|
2021
Q4 | $495K | Buy |
8,190
+428
| +6% | +$25.9K | 0.12% | 124 |
|
|
2021
Q3 | $545K | Sell |
7,762
-570
| -7% | -$40K | 0.15% | 98 |
|
|
2021
Q2 | $589K | Sell |
8,332
-354
| -4% | -$25K | 0.16% | 85 |
|
|
2021
Q1 | $632K | Sell |
8,686
-1,575
| -15% | -$115K | 0.18% | 72 |
|
|
2020
Q4 | $633K | Buy |
10,261
+776
| +8% | +$47.9K | 0.19% | 62 |
|
|
2020
Q3 | $409K | Sell |
9,485
-325
| -3% | -$14K | 0.15% | 81 |
|
|
2020
Q2 | $501K | Buy |
9,810
+262
| +3% | +$13.4K | 0.17% | 64 |
|
|
2020
Q1 | $402K | Sell |
9,548
-106
| -1% | -$4.46K | 0.17% | 64 |
|
|
2019
Q4 | $771K | Buy |
9,654
+778
| +9% | +$62.1K | 0.26% | 43 |
|
|
2019
Q3 | $613K | Buy |
8,876
+93
| +1% | +$6.42K | 0.24% | 42 |
|
|
2019
Q2 | $615K | Buy |
8,783
+1,665
| +23% | +$117K | 0.23% | 45 |
|
|
2019
Q1 | $443K | Sell |
7,118
-614
| -8% | -$38.2K | 0.18% | 52 |
|
|
2018
Q4 | $403K | Sell |
7,732
-1,281
| -14% | -$66.8K | 0.15% | 57 |
|
|
2018
Q3 | $647K | Buy |
9,013
+730
| +9% | +$52.4K | 0.25% | 39 |
|
|
2018
Q2 | $554K | Buy |
8,283
+275
| +3% | +$18.4K | 0.24% | 42 |
|
|
2018
Q1 | $541K | Hold |
8,008
| – | – | 0.24% | 40 |
|
|
2017
Q4 | $596K | Hold |
8,008
| – | – | 0.25% | 40 |
|
|
2017
Q3 | $583K | Buy |
8,008
+231
| +3% | +$16.8K | 0.25% | 38 |
|
|
2017
Q2 | $520K | Buy |
7,777
+242
| +3% | +$16.2K | 0.24% | 40 |
|
|
2017
Q1 | $451K | Sell |
7,535
-31
| -0.4% | -$1.86K | 0.22% | 39 |
|
|
2016
Q4 | $450K | Buy |
7,566
+7,213
| +2,043% | +$429K | 0.24% | 40 |
|
|
2016
Q3 | $7.48K | Sell |
353
-6,849
| -95% | -$145K | 0.26% | 37 |
|
|
2016
Q2 | $305K | Hold |
7,202
| – | – | 0.17% | 53 |
|
|
2016
Q1 | $301K | Sell |
7,202
-471
| -6% | -$19.7K | 0.17% | 50 |
|
|
2015
Q4 | $397K | Buy |
7,673
+11
| +0.1% | +$569 | 0.2% | 41 |
|
|
2015
Q3 | $380K | Buy |
7,662
+660
| +9% | +$32.7K | 0.23% | 39 |
|
|
2015
Q2 | $387K | Sell |
7,002
-10
| -0.1% | -$553 | 0.25% | 38 |
|
|
2015
Q1 | $361K | Buy |
7,012
+10
| +0.1% | +$515 | 0.23% | 38 |
|
|
2014
Q4 | $379K | Hold |
7,002
| – | – | 0.31% | 40 |
|
|
2014
Q3 | $363K | Hold |
7,002
| – | – | 0.28% | 37 |
|
|
2014
Q2 | $330K | Hold |
7,002
| – | – | 0.26% | 36 |
|
|
2014
Q1 | $333K | Hold |
7,002
| – | – | 0.27% | 33 |
|
|
2013
Q4 | $365K | Hold |
7,002
| – | – | 0.29% | 34 |
|
|
2013
Q3 | $340K | Hold |
7,002
| – | – | 0.3% | 34 |
|
|
2013
Q2 | $336K | Buy |
+7,002
| New | +$336K | 0.3% | 34 |
|