EWM
Empirical Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
20,063
+1,056
| +6% | +$89.9K | 0.04% | 250 |
|
|
2025
Q1 | $1.35M | Sell |
19,007
-2,871
| -13% | -$204K | 0.03% | 260 |
|
|
2024
Q4 | $1.54M | Buy |
21,878
+5,087
| +30% | +$358K | 0.04% | 225 |
|
|
2024
Q3 | $1.05M | Buy |
16,791
+6,311
| +60% | +$395K | 0.03% | 258 |
|
|
2024
Q2 | $665K | Buy |
10,480
+2,829
| +37% | +$180K | 0.02% | 305 |
|
|
2024
Q1 | $484K | Buy |
7,651
+1,255
| +20% | +$79.4K | 0.01% | 352 |
|
|
2023
Q4 | $329K | Buy |
6,396
+1,319
| +26% | +$67.9K | 0.01% | 380 |
|
|
2023
Q3 | $209K | Buy |
+5,077
| New | +$209K | 0.01% | 439 |
|
|
2021
Q4 | – | Sell |
-6,020
| Closed | -$422K | – | 518 |
|
|
2021
Q3 | $422K | Buy |
+6,020
| New | +$422K | 0.02% | 332 |
|
|
2020
Q1 | – | Sell |
-2,945
| Closed | -$235K | – | 318 |
|
|
2019
Q4 | $235K | Buy |
+2,945
| New | +$235K | 0.03% | 288 |
|
|
2019
Q2 | – | Sell |
-3,659
| Closed | -$228K | – | 264 |
|
|
2019
Q1 | $228K | Buy |
+3,659
| New | +$228K | 0.03% | 217 |
|