Carolinas Wealth Consulting’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-562
| Closed | -$39.9K | – | 120 |
|
|
2025
Q1 | $39.9K | Sell |
562
-566
| -50% | -$43.2K | 0.01% | 379 |
|
|
2024
Q4 | $79.3K | Buy |
1,128
+344
| +44% | +$23.2K | 0.02% | 290 |
|
|
2024
Q3 | $49K | Sell |
784
-5
| -0.6% | -$309 | 0.01% | 366 |
|
|
2024
Q2 | $50K | Sell |
789
-11
| -1% | -$678 | 0.01% | 366 |
|
|
2024
Q1 | $50.6K | Buy |
800
+16
| +2% | +$890 | 0.01% | 371 |
|
|
2023
Q4 | $40.3K | Buy |
784
+20
| +3% | +$885 | 0.01% | 366 |
|
|
2023
Q3 | $30.2K | Sell |
764
-283
| -27% | -$12.4K | 0.01% | 377 |
|
|
2023
Q2 | $48.2K | Sell |
1,047
-47
| -4% | -$2.2K | 0.01% | 350 |
|
|
2023
Q1 | $51.3K | Buy |
1,094
+6
| +0.6% | +$294 | 0.01% | 356 |
|
|
2022
Q4 | $49.2K | Sell |
1,088
-2,316
| -68% | -$105K | 0.01% | 363 |
|
|
2022
Q3 | $142K | Sell |
3,404
-710
| -17% | -$35.1K | 0.04% | 189 |
|
|
2022
Q2 | $189K | Buy |
4,114
+35
| +0.9% | +$1.75K | 0.05% | 167 |
|
|
2022
Q1 | $218K | Sell |
4,079
-640
| -14% | -$39.5K | 0.05% | 160 |
|
|
2021
Q4 | $285K | Sell |
4,719
-643
| -12% | -$42.8K | 0.06% | 137 |
|
|
2021
Q3 | $376K | Sell |
5,362
-60
| -1% | -$4.19K | 0.09% | 102 |
|
|
2021
Q2 | $384K | Buy |
5,422
+848
| +19% | +$62.7K | 0.08% | 108 |
|
|
2021
Q1 | $333K | Buy |
4,574
+598
| +15% | +$39.9K | 0.08% | 114 |
|
|
2020
Q4 | $245K | Buy |
3,976
+959
| +32% | +$48.7K | 0.07% | 132 |
|
|
2020
Q3 | $130K | Buy |
3,017
+1,905
| +171% | +$94.9K | 0.04% | 165 |
|
|
2020
Q2 | $57K | Buy |
+1,112
| New | +$52.8K | 0.02% | 188 |
|
|
2020
Q1 | – | Sell |
-2,800
| Closed | -$220K | – | 169 |
|
|
2019
Q4 | $220K | Buy |
+2,800
| New | +$207K | 0.23% | 57 |
|
Other funds holding C
