Envestnet Portfolio Solutions’s Citigroup C Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.94M | Buy |
58,062
+3,238
| +6% | +$276K | 0.02% | 364 |
|
2025
Q1 | $3.89M | Sell |
54,824
-19,391
| -26% | -$1.38M | 0.01% | 424 |
|
2024
Q4 | $5.22M | Buy |
74,215
+6,340
| +9% | +$446K | 0.02% | 385 |
|
2024
Q3 | $4.25M | Sell |
67,875
-5,442
| -7% | -$341K | 0.01% | 430 |
|
2024
Q2 | $4.65M | Buy |
73,317
+8,593
| +13% | +$545K | 0.02% | 386 |
|
2024
Q1 | $4.09M | Buy |
64,724
+16,802
| +35% | +$1.06M | 0.02% | 432 |
|
2023
Q4 | $2.47M | Buy |
47,922
+861
| +2% | +$44.3K | 0.01% | 533 |
|
2023
Q3 | $1.94M | Buy |
+47,061
| New | +$1.94M | 0.01% | 552 |
|