Financial Perspectives’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.5K | Hold |
546
| – | – | 0.01% | 320 |
|
|
2025
Q1 | $38.8K | Hold |
546
| – | – | 0.01% | 326 |
|
|
2024
Q4 | $38.4K | Hold |
546
| – | – | 0.01% | 327 |
|
|
2024
Q3 | $34.2K | Hold |
546
| – | – | 0.01% | 318 |
|
|
2024
Q2 | $34.6K | Hold |
546
| – | – | 0.01% | 313 |
|
|
2024
Q1 | $34.5K | Sell |
546
-8
| -1% | -$506 | 0.01% | 314 |
|
|
2023
Q4 | $28.5K | Buy |
554
+8
| +1% | +$412 | 0.01% | 335 |
|
|
2023
Q3 | $22.5K | Hold |
546
| – | – | 0.01% | 344 |
|
|
2023
Q2 | $25.1K | Hold |
546
| – | – | 0.01% | 334 |
|
|
2023
Q1 | $25.6K | Hold |
546
| – | – | 0.01% | 331 |
|
|
2022
Q4 | $24.7K | Hold |
546
| – | – | 0.01% | 329 |
|
|
2022
Q3 | $22.8K | Sell |
546
-20
| -4% | -$833 | 0.01% | 328 |
|
|
2022
Q2 | $26K | Hold |
566
| – | – | 0.01% | 312 |
|
|
2022
Q1 | $30.2K | Hold |
566
| – | – | 0.01% | 309 |
|
|
2021
Q4 | $34.2K | Hold |
566
| – | – | 0.02% | 284 |
|
|
2021
Q3 | $39.7K | Hold |
566
| – | – | 0.02% | 263 |
|
|
2021
Q2 | $40K | Sell |
566
-40,611
| -99% | -$2.87M | 0.02% | 283 |
|
|
2021
Q1 | $566K | Buy |
41,177
+40,611
| +7,175% | +$558K | 0.03% | 270 |
|
|
2020
Q4 | $34.9K | Hold |
566
| – | – | 0.02% | 269 |
|
|
2020
Q3 | $24.4K | Hold |
566
| – | – | 0.02% | 268 |
|
|
2020
Q2 | $28.9K | Sell |
566
-49
| -8% | -$2.5K | 0.02% | 228 |
|
|
2020
Q1 | $25.9K | Sell |
615
-254
| -29% | -$10.7K | 0.02% | 217 |
|
|
2019
Q4 | $69.5K | Buy |
+869
| New | +$69.5K | 0.05% | 152 |
|