Elmwood 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 | $545K | Hold |
6,400
| – | – | 0.22% | 93 |
|
|
2025
Q1 | $454K | Sell |
6,400
-100
| -2% | -$7.1K | 0.19% | 100 |
|
|
2024
Q4 | $458K | Hold |
6,500
| – | – | 0.18% | 99 |
|
|
2024
Q3 | $407K | Sell |
6,500
-75
| -1% | -$4.7K | 0.17% | 103 |
|
|
2024
Q2 | $417K | Sell |
6,575
-325
| -5% | -$20.6K | 0.19% | 96 |
|
|
2024
Q1 | $436K | Buy |
6,900
+2,310
| +50% | +$146K | 0.19% | 97 |
|
|
2023
Q4 | $236K | Sell |
4,590
-3,539
| -44% | -$182K | 0.17% | 103 |
|
|
2023
Q3 | $334K | Sell |
8,129
-116
| -1% | -$4.77K | 0.16% | 103 |
|
|
2023
Q2 | $380K | Sell |
8,245
-125
| -1% | -$5.76K | 0.18% | 96 |
|
|
2023
Q1 | $392K | Buy |
8,370
+320
| +4% | +$15K | 0.19% | 96 |
|
|
2022
Q4 | $364K | Buy |
8,050
+100
| +1% | +$4.52K | 0.18% | 97 |
|
|
2022
Q3 | $331K | Buy |
7,950
+1,190
| +18% | +$49.5K | 0.17% | 95 |
|
|
2022
Q2 | $311K | Sell |
6,760
-100
| -1% | -$4.6K | 0.18% | 96 |
|
|
2022
Q1 | $366K | Buy |
6,860
+4,950
| +259% | +$264K | 0.19% | 92 |
|
|
2021
Q4 | $115K | Buy |
+1,910
| New | +$115K | 0.05% | 143 |
|
|
2021
Q2 | $45K | Hold |
635
| – | – | 0.02% | 171 |
|
|
2021
Q1 | $46K | Buy |
+635
| New | +$46K | 0.03% | 169 |
|
|
2020
Q3 | $58K | Hold |
1,135
| – | – | 0.05% | 124 |
|
|
2020
Q2 | $58K | Sell |
1,135
-15,621
| -93% | -$798K | 0.05% | 124 |
|
|
2020
Q1 | $1.13M | Buy |
16,756
+2,121
| +14% | +$143K | 1.08% | 34 |
|
|
2019
Q4 | $1.17M | Sell |
14,635
-293
| -2% | -$23.4K | 1.02% | 38 |
|
|
2019
Q3 | $1.03M | Sell |
14,928
-225
| -1% | -$15.5K | 1.04% | 38 |
|
|
2019
Q2 | $1.06M | Sell |
15,153
-124
| -0.8% | -$8.68K | 0.94% | 39 |
|
|
2019
Q1 | $951K | Sell |
15,277
-1,010
| -6% | -$62.9K | 0.88% | 42 |
|
|
2018
Q4 | $848K | Sell |
16,287
-1,125
| -6% | -$58.6K | 0.82% | 42 |
|
|
2018
Q3 | $1.25M | Buy |
17,412
+331
| +2% | +$23.7K | 1.04% | 33 |
|
|
2018
Q2 | $1.14M | Buy |
17,081
+325
| +2% | +$21.7K | 1.04% | 34 |
|
|
2018
Q1 | $1.13M | Buy |
+16,756
| New | +$1.13M | 1.08% | 34 |
|