Carson Wealth (CWM LLC)’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Buy |
141,158
+9,938
| +8% | +$846K | 0.04% | 352 |
|
|
2025
Q1 | $9.32M | Buy |
131,220
+32,272
| +33% | +$2.29M | 0.04% | 368 |
|
|
2024
Q4 | $6.97M | Buy |
98,948
+25,047
| +34% | +$1.76M | 0.03% | 401 |
|
|
2024
Q3 | $4.63M | Buy |
73,901
+8,097
| +12% | +$507K | 0.02% | 459 |
|
|
2024
Q2 | $4.18M | Buy |
65,804
+8,549
| +15% | +$543K | 0.02% | 458 |
|
|
2024
Q1 | $3.62M | Buy |
57,255
+18,406
| +47% | +$1.16M | 0.02% | 477 |
|
|
2023
Q4 | $2M | Buy |
38,849
+13,955
| +56% | +$718K | 0.01% | 577 |
|
|
2023
Q3 | $1.02M | Sell |
24,894
-10,483
| -30% | -$431K | 0.01% | 743 |
|
|
2023
Q2 | $1.63M | Buy |
35,377
+7,357
| +26% | +$339K | 0.01% | 566 |
|
|
2023
Q1 | $1.31M | Buy |
28,020
+9,017
| +47% | +$423K | 0.01% | 578 |
|
|
2022
Q4 | $860K | Sell |
19,003
-1,061
| -5% | -$48K | 0.01% | 656 |
|
|
2022
Q3 | $836K | Buy |
20,064
+179
| +0.9% | +$7.46K | 0.01% | 597 |
|
|
2022
Q2 | $915K | Buy |
19,885
+4,718
| +31% | +$217K | 0.01% | 580 |
|
|
2022
Q1 | $810K | Buy |
15,167
+1,633
| +12% | +$87.2K | 0.01% | 612 |
|
|
2021
Q4 | $817K | Buy |
+13,534
| New | +$817K | 0.01% | 618 |
|
|
2021
Q2 | $718K | Hold |
10,151
| – | – | 0.01% | 616 |
|
|
2021
Q1 | $718K | Hold |
10,151
| – | – | 0.01% | 616 |
|
|
2020
Q4 | $718K | Hold |
10,151
| – | – | 0.01% | 616 |
|
|
2020
Q3 | $718K | Hold |
10,151
| – | – | 0.01% | 616 |
|
|
2020
Q2 | $718K | Hold |
10,151
| – | – | 0.01% | 616 |
|
|
2020
Q1 | $718K | Hold |
10,151
| – | – | 0.01% | 616 |
|
|
2019
Q4 | $718K | Hold |
10,151
| – | – | 0.01% | 616 |
|
|
2019
Q3 | $718K | Hold |
10,151
| – | – | 0.01% | 616 |
|
|
2019
Q2 | $718K | Hold |
10,151
| – | – | 0.01% | 616 |
|
|
2019
Q1 | $718K | Sell |
10,151
-11,332
| -53% | -$802K | 0.01% | 616 |
|
|
2018
Q4 | $1.12M | Sell |
21,483
-156,410
| -88% | -$8.14M | 0.03% | 367 |
|
|
2018
Q3 | $12.8M | Buy |
177,893
+40,517
| +29% | +$2.91M | 0.33% | 81 |
|
|
2018
Q2 | $9.19M | Buy |
137,376
+32,129
| +31% | +$2.15M | 0.3% | 78 |
|
|
2018
Q1 | $7.1M | Buy |
105,247
+23,723
| +29% | +$1.6M | 0.28% | 79 |
|
|
2017
Q4 | $6.07M | Buy |
81,524
+29,287
| +56% | +$2.18M | 0.27% | 72 |
|
|
2017
Q3 | $3.8M | Buy |
52,237
+3,297
| +7% | +$240K | 0.18% | 98 |
|
|
2017
Q2 | $3.27M | Buy |
48,940
+37,907
| +344% | +$2.54M | 0.17% | 106 |
|
|
2017
Q1 | $660K | Buy |
11,033
+8,858
| +407% | +$530K | 0.04% | 212 |
|
|
2016
Q4 | $129K | Buy |
2,175
+770
| +55% | +$45.7K | 0.01% | 318 |
|
|
2016
Q3 | $66K | Buy |
1,405
+542
| +63% | +$25.5K | ﹤0.01% | 383 |
|
|
2016
Q2 | $37K | Buy |
863
+19
| +2% | +$815 | ﹤0.01% | 402 |
|
|
2016
Q1 | $35K | Buy |
844
+536
| +174% | +$22.2K | ﹤0.01% | 377 |
|
|
2015
Q4 | $16K | Buy |
308
+43
| +16% | +$2.23K | ﹤0.01% | 412 |
|
|
2015
Q3 | $13K | Buy |
+265
| New | +$13K | ﹤0.01% | 412 |
|
|
2014
Q1 | – | Sell |
-227
| Closed | -$12K | – | 189 |
|
|
2013
Q4 | $12K | Buy |
+227
| New | +$12K | ﹤0.01% | 387 |
|