CWM
CarsonAllaria Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.4K | Buy |
381
+1
| +0.3% | +$85 | 0.02% | 162 |
|
|
2025
Q1 | $27K | Buy |
380
+16
| +4% | +$1.14K | 0.02% | 172 |
|
|
2024
Q4 | $25.7K | Buy |
364
+1
| +0.3% | +$71 | 0.01% | 176 |
|
|
2024
Q3 | $22.8K | Buy |
363
+218
| +150% | +$13.7K | 0.01% | 195 |
|
|
2024
Q2 | $9.23K | Buy |
145
+1
| +0.7% | +$64 | 0.01% | 255 |
|
|
2024
Q1 | $9.13K | Buy |
144
+1
| +0.7% | +$63 | 0.01% | 257 |
|
|
2023
Q4 | $7.36K | Buy |
143
+2
| +1% | +$103 | 0.01% | 239 |
|
|
2023
Q3 | $5.81K | Buy |
141
+2
| +1% | +$82 | ﹤0.01% | 248 |
|
|
2023
Q2 | $6.43K | Buy |
139
+2
| +1% | +$92 | 0.01% | 253 |
|
|
2023
Q1 | $6.47K | Buy |
137
+1
| +0.7% | +$47 | 0.01% | 240 |
|
|
2022
Q4 | $6K | Buy |
136
+19
| +16% | +$838 | 0.01% | 221 |
|
|
2022
Q3 | $5K | Buy |
117
+1
| +0.9% | +$43 | ﹤0.01% | 226 |
|
|
2022
Q2 | $5K | Buy |
+116
| New | +$5K | ﹤0.01% | 228 |
|