Evoke Wealth’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Buy |
8,426
+4,098
| +95% | +$349K | 0.02% | 266 |
|
|
2025
Q1 | $307K | Buy |
4,328
+1,116
| +35% | +$79.2K | 0.01% | 346 |
|
|
2024
Q4 | $226K | Buy |
+3,212
| New | +$226K | 0.01% | 394 |
|
|
2022
Q4 | – | Sell |
-1,626
| Closed | -$68K | – | 481 |
|
|
2022
Q3 | $68K | Sell |
1,626
-291
| -15% | -$12.2K | ﹤0.01% | 473 |
|
|
2022
Q2 | $88K | Sell |
1,917
-1,125
| -37% | -$51.6K | ﹤0.01% | 430 |
|
|
2022
Q1 | $162K | Sell |
3,042
-2,443
| -45% | -$130K | 0.01% | 377 |
|
|
2021
Q4 | $331K | Buy |
5,485
+675
| +14% | +$40.7K | 0.01% | 293 |
|
|
2021
Q3 | $337K | Buy |
4,810
+1,348
| +39% | +$94.4K | 0.01% | 269 |
|
|
2021
Q2 | $245K | Buy |
3,462
+444
| +15% | +$31.4K | 0.01% | 318 |
|
|
2021
Q1 | $220K | Buy |
3,018
+1,102
| +58% | +$80.3K | 0.01% | 294 |
|
|
2020
Q4 | $118K | Sell |
1,916
-849
| -31% | -$52.3K | 0.01% | 286 |
|
|
2020
Q3 | $119K | Sell |
2,765
-102
| -4% | -$4.39K | 0.01% | 261 |
|
|
2020
Q2 | $147K | Buy |
2,867
+954
| +50% | +$48.9K | 0.01% | 229 |
|
|
2020
Q1 | $80.6K | Sell |
1,913
-26,104
| -93% | -$1.1M | 0.01% | 288 |
|
|
2019
Q4 | $2.24M | Buy |
28,017
+24,642
| +730% | +$1.97M | 0.28% | 35 |
|
|
2019
Q3 | $233K | Buy |
+3,375
| New | +$233K | 0.03% | 235 |
|