Cornerstone 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 | $910K | Buy |
10,696
+652
| +6% | +$55.5K | 0.06% | 285 |
|
|
2025
Q1 | $713K | Buy |
10,044
+38
| +0.4% | +$2.7K | 0.05% | 309 |
|
|
2024
Q4 | $704K | Buy |
10,006
+2,925
| +41% | +$206K | 0.05% | 296 |
|
|
2024
Q3 | $443K | Sell |
7,081
-469
| -6% | -$29.4K | 0.03% | 381 |
|
|
2024
Q2 | $479K | Sell |
7,550
-81
| -1% | -$5.14K | 0.04% | 341 |
|
|
2024
Q1 | $483K | Sell |
7,631
-967
| -11% | -$61.2K | 0.04% | 334 |
|
|
2023
Q4 | $442K | Sell |
8,598
-2,149
| -20% | -$111K | 0.04% | 341 |
|
|
2023
Q3 | $442K | Sell |
10,747
-504
| -4% | -$20.7K | 0.04% | 331 |
|
|
2023
Q2 | $518K | Buy |
11,251
+1,651
| +17% | +$76K | 0.05% | 301 |
|
|
2023
Q1 | $450K | Buy |
+9,600
| New | +$450K | 0.04% | 295 |
|
|
2022
Q3 | $406K | Buy |
9,740
+26
| +0.3% | +$1.08K | 0.05% | 296 |
|
|
2022
Q2 | $447K | Buy |
9,714
+2,125
| +28% | +$97.8K | 0.05% | 284 |
|
|
2022
Q1 | $405K | Sell |
7,589
-218
| -3% | -$11.6K | 0.04% | 314 |
|
|
2021
Q4 | $469K | Sell |
7,807
-218
| -3% | -$13.1K | 0.04% | 299 |
|
|
2021
Q3 | $563K | Buy |
8,025
+752
| +10% | +$52.8K | 0.06% | 250 |
|
|
2021
Q2 | $515K | Buy |
7,273
+370
| +5% | +$26.2K | 0.05% | 277 |
|
|
2021
Q1 | $502K | Sell |
6,903
-886
| -11% | -$64.4K | 0.06% | 272 |
|
|
2020
Q4 | $480K | Buy |
7,789
+290
| +4% | +$17.9K | 0.06% | 257 |
|
|
2020
Q3 | $323K | Sell |
7,499
-1,256
| -14% | -$54.1K | 0.05% | 287 |
|
|
2020
Q2 | $447K | Sell |
8,755
-174
| -2% | -$8.88K | 0.07% | 230 |
|
|
2020
Q1 | $376K | Sell |
8,929
-766
| -8% | -$32.3K | 0.07% | 235 |
|
|
2019
Q4 | $775K | Buy |
9,695
+81
| +0.8% | +$6.48K | 0.13% | 158 |
|
|
2019
Q3 | $664K | Sell |
9,614
-76
| -0.8% | -$5.25K | 0.12% | 174 |
|
|
2019
Q2 | $682K | Sell |
9,690
-2,990
| -24% | -$210K | 0.12% | 171 |
|
|
2019
Q1 | $1.49M | Buy |
12,680
+3,710
| +41% | +$437K | 0.18% | 138 |
|
|
2018
Q4 | $465K | Sell |
8,970
-631,927
| -99% | -$32.8M | 0.1% | 204 |
|
|
2018
Q3 | $8.5M | Buy |
640,897
+59,846
| +10% | +$794K | 0.11% | 201 |
|
|
2018
Q2 | $8.65M | Buy |
581,051
+573,416
| +7,510% | +$8.54M | 0.1% | 219 |
|
|
2018
Q1 | $520K | Sell |
7,635
-905
| -11% | -$61.6K | 0.1% | 208 |
|
|
2017
Q4 | $634K | Buy |
8,540
+40
| +0.5% | +$2.97K | 0.12% | 170 |
|
|
2017
Q3 | $637K | Buy |
8,500
+787
| +10% | +$59K | 0.13% | 153 |
|
|
2017
Q2 | $522K | Buy |
7,713
+1,303
| +20% | +$88.2K | 0.12% | 173 |
|
|
2017
Q1 | $383K | Buy |
6,410
+2,626
| +69% | +$157K | 0.09% | 212 |
|
|
2016
Q4 | $229K | Buy |
+3,784
| New | +$229K | 0.07% | 246 |
|