Coastwise Capital Group’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Sell |
8,732
-4
| -0% | -$340 | 0.59% | 46 |
|
|
2025
Q1 | $620K | Sell |
8,736
-3,364
| -28% | -$239K | 0.52% | 55 |
|
|
2024
Q4 | $852K | Sell |
12,100
-146
| -1% | -$10.3K | 0.68% | 40 |
|
|
2024
Q3 | $767K | Sell |
12,246
-137
| -1% | -$8.58K | 0.63% | 41 |
|
|
2024
Q2 | $786K | Sell |
12,383
-4,792
| -28% | -$304K | 0.75% | 33 |
|
|
2024
Q1 | $1.09M | Buy |
17,175
+563
| +3% | +$35.6K | 1.01% | 28 |
|
|
2023
Q4 | $854K | Sell |
16,612
-324
| -2% | -$16.7K | 0.87% | 33 |
|
|
2023
Q3 | $697K | Buy |
16,936
+2,811
| +20% | +$116K | 0.8% | 39 |
|
|
2023
Q2 | $650K | Sell |
14,125
-3,027
| -18% | -$139K | 0.74% | 39 |
|
|
2023
Q1 | $804K | Buy |
17,152
+402
| +2% | +$18.9K | 0.92% | 35 |
|
|
2022
Q4 | $758K | Buy |
16,750
+1,040
| +7% | +$47K | 0.9% | 30 |
|
|
2022
Q3 | $655K | Buy |
15,710
+413
| +3% | +$17.2K | 1.03% | 33 |
|
|
2022
Q2 | $704K | Buy |
15,297
+7,250
| +90% | +$334K | 0.86% | 32 |
|
|
2022
Q1 | $430K | Buy |
+8,047
| New | +$430K | 0.53% | 60 |
|