CWG
Cornerstone Wealth Group’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.78M | Buy |
56,105
+2,068
| +4% | +$176K | 0.36% | 78 |
|
|
2025
Q1 | $3.84M | Sell |
54,037
-3,489
| -6% | -$248K | 0.32% | 93 |
|
|
2024
Q4 | $4.05M | Buy |
57,526
+1,624
| +3% | +$114K | 0.33% | 79 |
|
|
2024
Q3 | $3.5M | Buy |
55,902
+249
| +0.4% | +$15.6K | 0.29% | 89 |
|
|
2024
Q2 | $3.53M | Buy |
55,653
+389
| +0.7% | +$24.7K | 0.31% | 83 |
|
|
2024
Q1 | $3.49M | Sell |
55,264
-664
| -1% | -$42K | 0.32% | 79 |
|
|
2023
Q4 | $2.88M | Sell |
55,928
-36,990
| -40% | -$1.9M | 0.41% | 72 |
|
|
2023
Q3 | $3.82M | Sell |
92,918
-1,908
| -2% | -$78.5K | 0.68% | 49 |
|
|
2023
Q2 | $4.37M | Sell |
94,826
-112
| -0.1% | -$5.16K | 0.79% | 41 |
|
|
2023
Q1 | $4.45M | Buy |
+94,938
| New | +$4.45M | 0.79% | 41 |
|
|
2021
Q3 | – | Sell |
-4,080
| Closed | -$266K | – | 153 |
|
|
2021
Q2 | $266K | Sell |
4,080
-96,711
| -96% | -$6.31M | 0.05% | 128 |
|
|
2021
Q1 | $7.12M | Buy |
+100,791
| New | +$7.12M | 1.45% | 11 |
|
|
2020
Q1 | – | Sell |
-23,435
| Closed | -$1.87M | – | 118 |
|
|
2019
Q4 | $1.87M | Sell |
23,435
-1,551
| -6% | -$124K | 0.51% | 67 |
|
|
2019
Q3 | $1.73M | Sell |
24,986
-687
| -3% | -$47.5K | 0.43% | 69 |
|
|
2019
Q2 | $1.8M | Sell |
25,673
-2,563
| -9% | -$179K | 0.48% | 57 |
|
|
2019
Q1 | $1.76M | Buy |
+28,236
| New | +$1.76M | 0.44% | 48 |
|