EWM
EPG Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Sell |
3,605
-981
| -21% | -$83.5K | 0.09% | 160 |
|
|
2025
Q1 | $326K | Sell |
4,586
-185
| -4% | -$13.1K | 0.09% | 189 |
|
|
2024
Q4 | $336K | Buy |
4,771
+45
| +1% | +$3.17K | 0.09% | 188 |
|
|
2024
Q3 | $296K | Buy |
+4,726
| New | +$296K | 0.07% | 204 |
|
|
2024
Q2 | – | Sell |
-4,838
| Closed | -$306K | – | 211 |
|
|
2024
Q1 | $306K | Sell |
4,838
-87
| -2% | -$5.5K | 0.07% | 217 |
|
|
2023
Q4 | $260K | Sell |
4,925
-17
| -0.3% | -$897 | 0.07% | 217 |
|
|
2023
Q3 | $203K | Sell |
4,942
-6,933
| -58% | -$285K | 0.06% | 236 |
|
|
2023
Q2 | $547K | Buy |
+11,875
| New | +$547K | 0.16% | 142 |
|
|
2023
Q1 | – | Sell |
-8,100
| Closed | -$366K | – | 413 |
|
|
2022
Q4 | $366K | Sell |
8,100
-327
| -4% | -$14.8K | 0.14% | 136 |
|
|
2022
Q3 | $351K | Buy |
8,427
+452
| +6% | +$18.8K | 0.14% | 139 |
|
|
2022
Q2 | $367K | Buy |
7,975
+764
| +11% | +$35.2K | 0.16% | 139 |
|
|
2022
Q1 | $385K | Buy |
7,211
+803
| +13% | +$42.9K | 0.13% | 143 |
|
|
2021
Q4 | $387K | Buy |
6,408
+431
| +7% | +$26K | 0.14% | 140 |
|
|
2021
Q3 | $420K | Buy |
5,977
+690
| +13% | +$48.5K | 0.17% | 123 |
|
|
2021
Q2 | $374K | Buy |
5,287
+903
| +21% | +$63.9K | 0.16% | 132 |
|
|
2021
Q1 | $319K | Buy |
4,384
+1,108
| +34% | +$80.6K | 0.16% | 136 |
|
|
2020
Q4 | $202K | Buy |
+3,276
| New | +$202K | 0.12% | 151 |
|
|
2020
Q2 | – | Sell |
-927
| Closed | -$39K | – | 217 |
|
|
2020
Q1 | $39K | Buy |
927
+174
| +23% | +$7.32K | 0.03% | 313 |
|
|
2019
Q4 | $60K | Buy |
+753
| New | +$60K | 0.04% | 208 |
|