Cassady Schiller Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.24K | Buy |
117
+71
| +154% | +$5K | ﹤0.01% | 358 |
|
|
2024
Q3 | $2.88K | Hold |
46
| – | – | ﹤0.01% | 376 |
|
|
2024
Q2 | $2.92K | Hold |
46
| – | – | ﹤0.01% | 373 |
|
|
2024
Q1 | $2.91K | Hold |
46
| – | – | ﹤0.01% | 402 |
|
|
2023
Q4 | $2.37K | Hold |
46
| – | – | ﹤0.01% | 387 |
|
|
2023
Q3 | $1.89K | Hold |
46
| – | – | ﹤0.01% | 406 |
|
|
2023
Q2 | $2.12K | Hold |
46
| – | – | ﹤0.01% | 417 |
|
|
2023
Q1 | $2.16K | Sell |
46
-96
| -68% | -$4.5K | ﹤0.01% | 396 |
|
|
2022
Q4 | $6.42K | Buy |
+142
| New | +$6.42K | ﹤0.01% | 351 |
|
|
2022
Q1 | – | Sell |
-82
| Closed | -$5K | – | 173 |
|
|
2021
Q4 | $5K | Buy |
+82
| New | +$5K | ﹤0.01% | 349 |
|