Connecticut 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 | $307K | Buy |
+3,602
| New | +$307K | 0.01% | 255 |
|
|
2024
Q3 | – | Sell |
-3,647
| Closed | -$231K | – | 327 |
|
|
2024
Q2 | $231K | Sell |
3,647
-438
| -11% | -$27.8K | 0.01% | 300 |
|
|
2024
Q1 | $258K | Sell |
4,085
-3,772
| -48% | -$239K | 0.01% | 283 |
|
|
2023
Q4 | $404K | Sell |
7,857
-17
| -0.2% | -$874 | 0.02% | 231 |
|
|
2023
Q3 | $324K | Buy |
+7,874
| New | +$324K | 0.02% | 212 |
|
|
2018
Q4 | – | Sell |
-2,998
| Closed | -$216K | – | 75 |
|
|
2018
Q3 | $216K | Buy |
+2,998
| New | +$216K | 0.1% | 67 |
|
|
2017
Q4 | – | Sell |
-3,683
| Closed | -$278K | – | 60 |
|
|
2017
Q3 | $278K | Hold |
3,683
| – | – | 0.16% | 52 |
|
|
2017
Q2 | $249K | Hold |
3,683
| – | – | 0.15% | 53 |
|
|
2017
Q1 | $219K | Sell |
3,683
-450
| -11% | -$26.8K | 0.13% | 58 |
|
|
2016
Q4 | $248K | Buy |
+4,133
| New | +$248K | 0.16% | 52 |
|