Corient Private Wealth’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.3M | Sell |
473,469
-6,398
| -1% | -$545K | 0.04% | 295 |
|
|
2025
Q1 | $34.1M | Buy |
479,867
+12,393
| +3% | +$880K | 0.06% | 290 |
|
|
2024
Q4 | $32.4M | Buy |
467,474
+17,590
| +4% | +$1.22M | 0.05% | 297 |
|
|
2024
Q3 | $28.2M | Buy |
449,884
+1,806
| +0.4% | +$113K | 0.04% | 340 |
|
|
2024
Q2 | $28.4M | Buy |
448,078
+19,193
| +4% | +$1.22M | 0.05% | 320 |
|
|
2024
Q1 | $27.1M | Buy |
428,885
+30,084
| +8% | +$1.9M | 0.05% | 331 |
|
|
2023
Q4 | $20.5M | Buy |
398,801
+7,139
| +2% | +$367K | 0.04% | 383 |
|
|
2023
Q3 | $16.1M | Sell |
391,662
-77,574
| -17% | -$3.19M | 0.04% | 394 |
|
|
2023
Q2 | $21.6M | Buy |
469,236
+3,796
| +0.8% | +$175K | 0.05% | 319 |
|
|
2023
Q1 | $21.9M | Buy |
465,440
+12,635
| +3% | +$593K | 0.06% | 284 |
|
|
2022
Q4 | $20.5M | Buy |
+452,805
| New | +$20.5M | 0.07% | 264 |
|