Consilium Wealth Advisory’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
15,839
-9,260
| -37% | -$788K | 0.57% | 32 |
|
|
2025
Q1 | $1.78M | Sell |
25,099
-694
| -3% | -$49.3K | 0.89% | 28 |
|
|
2024
Q4 | $1.82M | Buy |
25,793
+3,995
| +18% | +$281K | 0.87% | 28 |
|
|
2024
Q3 | $1.36M | Buy |
21,798
+5,531
| +34% | +$346K | 0.74% | 32 |
|
|
2024
Q2 | $1.03M | Sell |
16,267
-7,413
| -31% | -$470K | 0.56% | 36 |
|
|
2024
Q1 | $1.5M | Buy |
23,680
+6,069
| +34% | +$384K | 0.84% | 26 |
|
|
2023
Q4 | $906K | Buy |
17,611
+2,932
| +20% | +$151K | 0.54% | 36 |
|
|
2023
Q3 | $604K | Sell |
14,679
-4,854
| -25% | -$200K | 0.42% | 46 |
|
|
2023
Q2 | $899K | Sell |
19,533
-4,612
| -19% | -$212K | 0.62% | 29 |
|
|
2023
Q1 | $1.13M | Sell |
24,145
-1,091
| -4% | -$51.2K | 0.97% | 22 |
|
|
2022
Q4 | $1.14M | Sell |
25,236
-7,656
| -23% | -$346K | 0.97% | 26 |
|
|
2022
Q3 | $1.37M | Buy |
32,892
+5,944
| +22% | +$248K | 1.53% | 16 |
|
|
2022
Q2 | $1.24M | Sell |
26,948
-4,449
| -14% | -$205K | 1.33% | 19 |
|
|
2022
Q1 | $1.68M | Sell |
31,397
-336
| -1% | -$17.9K | 1.2% | 19 |
|
|
2021
Q4 | $1.92M | Buy |
+31,733
| New | +$1.92M | 1.24% | 16 |
|