Dakota 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 | $1.6M | Sell |
18,750
-159
| -0.8% | -$13.5K | 0.03% | 306 |
|
|
2025
Q1 | $1.34M | Sell |
18,909
-508
| -3% | -$36.1K | 0.03% | 321 |
|
|
2024
Q4 | $1.37M | Sell |
19,417
-3,042
| -14% | -$214K | 0.03% | 313 |
|
|
2024
Q3 | $1.41M | Sell |
22,459
-60
| -0.3% | -$3.76K | 0.03% | 314 |
|
|
2024
Q2 | $1.43M | Sell |
22,519
-244
| -1% | -$15.5K | 0.03% | 305 |
|
|
2024
Q1 | $1.44M | Buy |
22,763
+3,201
| +16% | +$202K | 0.04% | 303 |
|
|
2023
Q4 | $1.01M | Sell |
19,562
-3,515
| -15% | -$181K | 0.04% | 309 |
|
|
2023
Q3 | $949K | Sell |
23,077
-4,365
| -16% | -$180K | 0.04% | 290 |
|
|
2023
Q2 | $1.26M | Buy |
27,442
+23,039
| +523% | +$1.06M | 0.06% | 223 |
|
|
2023
Q1 | $206K | Buy |
+4,403
| New | +$206K | 0.01% | 555 |
|
|
2022
Q3 | – | Sell |
-8,552
| Closed | -$393K | – | 569 |
|
|
2022
Q2 | $393K | Buy |
+8,552
| New | +$393K | 0.04% | 317 |
|
|
2019
Q1 | – | Sell |
-4,385
| Closed | -$315K | – | 306 |
|
|
2018
Q4 | $315K | Sell |
4,385
-121
| -3% | -$8.69K | 0.07% | 212 |
|
|
2018
Q3 | $324K | Buy |
4,506
+1,205
| +37% | +$86.6K | 0.07% | 204 |
|
|
2018
Q2 | $221K | Buy |
+3,301
| New | +$221K | 0.06% | 188 |
|