Buckingham Strategic Wealth’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $676K | Buy |
10,648
+2,942
| +38% | +$181K | 0.01% | 406 |
|
|
2024
Q1 | $487K | Buy |
7,706
+240
| +3% | +$13.4K | 0.01% | 464 |
|
|
2023
Q4 | $384K | Sell |
7,466
-3,496
| -32% | -$155K | ﹤0.01% | 507 |
|
|
2023
Q3 | $451K | Sell |
10,962
-908
| -8% | -$39.9K | 0.01% | 441 |
|
|
2023
Q2 | $546K | Buy |
11,870
+388
| +3% | +$18.2K | 0.01% | 402 |
|
|
2023
Q1 | $519K | Hold |
11,482
| – | – | 0.01% | 371 |
|
|
2022
Q4 | $519K | Sell |
11,482
-348
| -3% | -$15.8K | 0.01% | 373 |
|
|
2022
Q3 | $493K | Buy |
11,830
+137
| +1% | +$6.77K | 0.01% | 372 |
|
|
2022
Q2 | $538K | Buy |
11,693
+947
| +9% | +$47.4K | 0.01% | 361 |
|
|
2022
Q1 | $574K | Sell |
10,746
-1,090
| -9% | -$67.3K | 0.01% | 341 |
|
|
2021
Q4 | $715K | Sell |
11,836
-140
| -1% | -$9.31K | 0.01% | 305 |
|
|
2021
Q3 | $840K | Buy |
11,976
+647
| +6% | +$45.2K | 0.02% | 273 |
|
|
2021
Q2 | $802K | Buy |
11,329
+4,041
| +55% | +$299K | 0.02% | 274 |
|
|
2021
Q1 | $530K | Buy |
7,288
+1,794
| +33% | +$120K | 0.03% | 316 |
|
|
2020
Q4 | $339K | Buy |
5,494
+320
| +6% | +$16.3K | 0.02% | 396 |
|
|
2020
Q3 | $223K | Sell |
5,174
-802
| -13% | -$40K | 0.02% | 436 |
|
|
2020
Q2 | $305K | Sell |
5,976
-22,603
| -79% | -$1.07M | 0.03% | 309 |
|
|
2020
Q1 | $1.2M | Buy |
28,579
+19,838
| +227% | +$1.33M | 0.12% | 134 |
|
|
2019
Q4 | $698K | Buy |
8,741
+122
| +1% | +$9.01K | 0.07% | 202 |
|
|
2019
Q3 | $595K | Sell |
8,619
-201
| -2% | -$13.7K | 0.06% | 207 |
|
|
2019
Q2 | $618K | Buy |
8,820
+1,254
| +17% | +$83.9K | 0.07% | 212 |
|
|
2019
Q1 | $471K | Buy |
7,566
+863
| +13% | +$53.6K | 0.06% | 233 |
|
|
2018
Q4 | $349K | Buy |
6,703
+351
| +6% | +$22.2K | 0.05% | 245 |
|
|
2018
Q3 | $456K | Buy |
6,352
+342
| +6% | +$24.2K | 0.07% | 203 |
|
|
2018
Q2 | $402K | Buy |
6,010
+763
| +15% | +$52.5K | 0.07% | 216 |
|
|
2018
Q1 | $354K | Buy |
5,247
+280
| +6% | +$21K | 0.07% | 215 |
|
|
2017
Q4 | $370K | Sell |
4,967
-953
| -16% | -$70.5K | 0.08% | 203 |
|
|
2017
Q3 | $431K | Sell |
5,920
-98
| -2% | -$6.69K | 0.1% | 173 |
|
|
2017
Q2 | $403K | Buy |
6,018
+135
| +2% | +$8.28K | 0.09% | 181 |
|
|
2017
Q1 | $352K | Sell |
5,883
-350
| -6% | -$20.7K | 0.1% | 173 |
|
|
2016
Q4 | $370K | Sell |
6,233
-54
| -0.9% | -$2.91K | 0.12% | 140 |
|
|
2016
Q3 | $297K | Sell |
6,287
-358
| -5% | -$16.3K | 0.1% | 158 |
|
|
2016
Q2 | $282K | Buy |
6,645
+824
| +14% | +$36.4K | 0.1% | 162 |
|
|
2016
Q1 | $243K | Buy |
5,821
+381
| +7% | +$15.9K | 0.08% | 187 |
|
|
2015
Q4 | $282K | Buy |
+5,440
| New | +$289K | 0.09% | 143 |
|
|
2015
Q3 | – | Sell |
-4,189
| Closed | -$231K | – | 216 |
|
|
2015
Q2 | $231K | Buy |
4,189
+44
| +1% | +$2.39K | 0.08% | 191 |
|
|
2015
Q1 | $214K | Buy |
4,145
+167
| +4% | +$8.5K | 0.08% | 194 |
|
|
2014
Q4 | $215K | Sell |
3,978
-459
| -10% | -$24.4K | 0.08% | 187 |
|
|
2014
Q3 | $230K | Buy |
+4,437
| New | +$223K | 0.09% | 150 |
|
|
2014
Q2 | – | Sell |
-4,334
| Closed | -$206K | – | 178 |
|
|
2014
Q1 | $206K | Sell |
4,334
-574
| -12% | -$28.6K | 0.1% | 140 |
|
|
2013
Q4 | $256K | Sell |
4,908
-1,241
| -20% | -$62.8K | 0.12% | 123 |
|
|
2013
Q3 | $298K | Buy |
6,149
+1,972
| +47% | +$99.7K | 0.16% | 97 |
|
|
2013
Q2 | $200K | Buy |
+4,177
| New | +$201K | 0.11% | 121 |
|
Other funds holding C
Buckingham Strategic Wealth's C Position: Q2 2024 in Review
Buckingham Strategic Wealth increased its Citigroup (C) stake by 38% in Q2 2024, buying an estimated $181K and bringing the position to 10,648 shares worth $676K. The position accounts for 0.01% of the portfolio, ranked #406.
Buckingham Strategic Wealth first reported a position in C in Q2 2013 and has held it in 43 quarters since. The position peaked at $1.2M in Q1 2020. 1,782 funds tracked by Wall St. Rank hold C as of Q2 2024.
- Buckingham Strategic Wealth held 10,648 shares of Citigroup worth $676K as of Q2 2024.
- Buckingham Strategic Wealth bought 2,942 Citigroup shares in Q2 2024, an estimated $181K.
- Citigroup made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #406 holding.
- Buckingham Strategic Wealth first reported a position in Citigroup in Q2 2013 and has held it in 43 quarters since.
- Buckingham Strategic Wealth's Citigroup position peaked at $1.2M in Q1 2020.
- 1,782 funds tracked by Wall St. Rank held Citigroup as of Q2 2024.
Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.