Concord Wealth Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
12,545
+344
| +3% | +$29.3K | 0.16% | 128 |
|
|
2025
Q1 | $866K | Sell |
12,201
-497
| -4% | -$35.3K | 0.14% | 124 |
|
|
2024
Q4 | $894K | Buy |
12,698
+1,606
| +14% | +$113K | 0.15% | 109 |
|
|
2024
Q3 | $694K | Buy |
11,092
+420
| +4% | +$26.3K | 0.12% | 116 |
|
|
2024
Q2 | $677K | Sell |
10,672
-862
| -7% | -$54.7K | 0.12% | 121 |
|
|
2024
Q1 | $729K | Buy |
11,534
+1,686
| +17% | +$107K | 0.13% | 117 |
|
|
2023
Q4 | $507K | Sell |
9,848
-18,916
| -66% | -$973K | 0.1% | 127 |
|
|
2023
Q3 | $1.18M | Buy |
28,764
+6,197
| +27% | +$255K | 0.25% | 72 |
|
|
2023
Q2 | $1.04M | Buy |
22,567
+8,887
| +65% | +$409K | 0.22% | 67 |
|
|
2023
Q1 | $641K | Buy |
13,680
+5,064
| +59% | +$237K | 0.18% | 73 |
|
|
2022
Q4 | $390K | Sell |
8,616
-7,209
| -46% | -$326K | 0.12% | 108 |
|
|
2022
Q3 | $659K | Sell |
15,825
-411
| -3% | -$17.1K | 0.21% | 70 |
|
|
2022
Q2 | $747K | Buy |
16,236
+338
| +2% | +$15.6K | 0.21% | 69 |
|
|
2022
Q1 | $849K | Buy |
15,898
+1,830
| +13% | +$97.7K | 0.22% | 61 |
|
|
2021
Q4 | $850K | Buy |
14,068
+7,956
| +130% | +$481K | 0.21% | 54 |
|
|
2021
Q3 | $429K | Sell |
6,112
-6,061
| -50% | -$425K | 0.18% | 40 |
|
|
2021
Q2 | $861K | Buy |
12,173
+1,656
| +16% | +$117K | 0.25% | 36 |
|
|
2021
Q1 | $765K | Buy |
10,517
+6,862
| +188% | +$499K | 0.26% | 36 |
|
|
2020
Q4 | $225K | Buy |
+3,655
| New | +$225K | 0.17% | 65 |
|