Cassaday & Co Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Buy |
5,829
+393
| +7% | +$33.5K | 0.01% | 209 |
|
|
2025
Q1 | $386K | Buy |
5,436
+75
| +1% | +$5.32K | 0.01% | 222 |
|
|
2024
Q4 | $377K | Sell |
5,361
-194
| -3% | -$13.7K | 0.01% | 218 |
|
|
2024
Q3 | $348K | Sell |
5,555
-836
| -13% | -$52.3K | 0.01% | 218 |
|
|
2024
Q2 | $406K | Buy |
6,391
+965
| +18% | +$61.2K | 0.01% | 195 |
|
|
2024
Q1 | $343K | Buy |
5,426
+9
| +0.2% | +$569 | 0.01% | 209 |
|
|
2023
Q4 | $279K | Sell |
5,417
-493
| -8% | -$25.4K | 0.01% | 211 |
|
|
2023
Q3 | $243K | Buy |
5,910
+109
| +2% | +$4.48K | 0.01% | 216 |
|
|
2023
Q2 | $267K | Sell |
5,801
-286
| -5% | -$13.2K | 0.01% | 209 |
|
|
2023
Q1 | $285K | Buy |
6,087
+118
| +2% | +$5.53K | 0.01% | 209 |
|
|
2022
Q4 | $270K | Buy |
+5,969
| New | +$270K | 0.01% | 206 |
|