EWA
EP Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.4M | Buy |
63,424
+3,333
| +6% | +$284K | 0.04% | 254 |
|
|
2025
Q1 | $4.27M | Buy |
60,091
+24,123
| +67% | +$1.71M | 0.03% | 240 |
|
|
2024
Q4 | $2.53M | Sell |
35,968
-427
| -1% | -$30.1K | 0.02% | 321 |
|
|
2024
Q3 | $2.28M | Buy |
36,395
+19,053
| +110% | +$1.19M | 0.02% | 337 |
|
|
2024
Q2 | $1.1M | Buy |
17,342
+3,313
| +24% | +$210K | 0.01% | 372 |
|
|
2024
Q1 | $887K | Buy |
14,029
+2,510
| +22% | +$159K | 0.01% | 400 |
|
|
2023
Q4 | $593K | Sell |
11,519
-1,828
| -14% | -$94K | 0.01% | 462 |
|
|
2023
Q3 | $549K | Buy |
13,347
+6,568
| +97% | +$270K | 0.01% | 445 |
|
|
2023
Q2 | $626K | Sell |
6,779
-3,538
| -34% | -$327K | 0.01% | 420 |
|
|
2023
Q1 | $906K | Sell |
10,317
-2,277
| -18% | -$200K | 0.02% | 316 |
|
|
2022
Q4 | $570K | Sell |
12,594
-296
| -2% | -$13.4K | 0.01% | 356 |
|
|
2022
Q3 | $537K | Buy |
12,890
+3,366
| +35% | +$140K | 0.01% | 276 |
|
|
2022
Q2 | $438K | Sell |
9,524
-1,553
| -14% | -$71.4K | 0.01% | 398 |
|
|
2022
Q1 | $591K | Sell |
11,077
-584
| -5% | -$31.2K | 0.01% | 350 |
|
|
2021
Q4 | $704K | Buy |
11,661
+392
| +3% | +$23.7K | 0.02% | 298 |
|
|
2021
Q3 | $791K | Sell |
11,269
-1,243
| -10% | -$87.2K | 0.02% | 265 |
|
|
2021
Q2 | $885K | Buy |
12,512
+2,136
| +21% | +$151K | 0.02% | 258 |
|
|
2021
Q1 | $755K | Buy |
10,376
+2,628
| +34% | +$191K | 0.02% | 260 |
|
|
2020
Q4 | $478K | Buy |
+7,748
| New | +$478K | 0.02% | 271 |
|
|
2020
Q3 | – | Sell |
-7,286
| Closed | -$372K | – | 357 |
|
|
2020
Q2 | $372K | Sell |
7,286
-956
| -12% | -$48.8K | 0.02% | 284 |
|
|
2020
Q1 | $347K | Buy |
8,242
+3,476
| +73% | +$146K | 0.02% | 298 |
|
|
2019
Q4 | $381K | Sell |
4,766
-15,110
| -76% | -$1.21M | 0.02% | 305 |
|
|
2019
Q3 | $1.37M | Buy |
19,876
+15,936
| +404% | +$1.1M | 0.07% | 123 |
|
|
2019
Q2 | $276K | Buy |
+3,940
| New | +$276K | 0.02% | 251 |
|
|
2019
Q1 | – | Sell |
-5,825
| Closed | -$303K | – | 248 |
|
|
2018
Q4 | $303K | Sell |
5,825
-510
| -8% | -$26.5K | 0.02% | 212 |
|
|
2018
Q3 | $454K | Buy |
6,335
+435
| +7% | +$31.2K | 0.04% | 178 |
|
|
2018
Q2 | $395K | Buy |
+5,900
| New | +$395K | 0.04% | 136 |
|