Cornerstone Planning 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 | $52.5K | Sell |
574
-3
| -0.5% | -$274 | 0.01% | 234 |
|
2025
Q1 | $38.2K | Buy |
577
+234
| +68% | +$15.5K | 0.01% | 285 |
|
2024
Q4 | $27.8K | Buy |
343
+19
| +6% | +$1.54K | 0.01% | 260 |
|
2024
Q3 | $21K | Sell |
324
-87
| -21% | -$5.63K | 0.01% | 293 |
|
2024
Q2 | $23.1K | Sell |
411
-35
| -8% | -$1.96K | 0.01% | 296 |
|
2024
Q1 | $27.4K | Buy |
446
+16
| +4% | +$983 | 0.01% | 256 |
|
2023
Q4 | $22.1K | Buy |
430
+193
| +81% | +$9.93K | 0.01% | 305 |
|
2023
Q3 | $9.73K | Sell |
237
-141
| -37% | -$5.79K | ﹤0.01% | 425 |
|
2023
Q2 | $17.4K | Buy |
+378
| New | +$17.4K | 0.01% | 462 |
|
2022
Q4 | $23.6K | Buy |
+478
| New | +$23.6K | 0.01% | 410 |
|