Center for Financial Planning’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6K | Buy |
136
+93
| +216% | +$7.92K | ﹤0.01% | 454 |
|
|
2025
Q1 | $3.05K | Buy |
43
+7
| +19% | +$497 | ﹤0.01% | 565 |
|
|
2024
Q4 | $2.54K | Hold |
36
| – | – | ﹤0.01% | 523 |
|
|
2024
Q3 | $2.25K | Hold |
36
| – | – | ﹤0.01% | 492 |
|
|
2024
Q2 | $2.29K | Sell |
36
-45
| -56% | -$2.86K | ﹤0.01% | 493 |
|
|
2024
Q1 | $5.12K | Buy |
81
+45
| +125% | +$2.85K | ﹤0.01% | 473 |
|
|
2023
Q4 | $1.85K | Buy |
36
+32
| +800% | +$1.65K | ﹤0.01% | 462 |
|
|
2023
Q3 | $165 | Hold |
4
| – | – | ﹤0.01% | 508 |
|
|
2023
Q2 | $185 | Hold |
4
| – | – | ﹤0.01% | 556 |
|
|
2023
Q1 | $188 | Sell |
4
-190
| -98% | -$8.93K | ﹤0.01% | 519 |
|
|
2022
Q4 | $8.78K | Sell |
194
-700
| -78% | -$31.7K | ﹤0.01% | 370 |
|
|
2022
Q3 | $37K | Hold |
894
| – | – | 0.01% | 233 |
|
|
2022
Q2 | $41K | Hold |
894
| – | – | 0.01% | 232 |
|
|
2022
Q1 | $48K | Buy |
894
+4
| +0.4% | +$215 | 0.01% | 231 |
|
|
2021
Q4 | $54K | Sell |
890
-205
| -19% | -$12.4K | 0.01% | 218 |
|
|
2021
Q3 | $77K | Hold |
1,095
| – | – | 0.02% | 180 |
|
|
2021
Q2 | $77K | Hold |
1,095
| – | – | 0.02% | 179 |
|
|
2021
Q1 | $80K | Hold |
1,095
| – | – | 0.02% | 176 |
|
|
2020
Q4 | $68K | Hold |
1,095
| – | – | 0.02% | 180 |
|
|
2020
Q3 | $47K | Buy |
1,095
+190
| +21% | +$8.16K | 0.02% | 189 |
|
|
2020
Q2 | $46K | Sell |
905
-345
| -28% | -$17.5K | 0.02% | 190 |
|
|
2020
Q1 | $53K | Buy |
1,250
+530
| +74% | +$22.5K | 0.02% | 167 |
|
|
2019
Q4 | $58K | Buy |
+720
| New | +$58K | 0.01% | 172 |
|