Future Financial Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $128K | Hold |
1,500
| – | – | 0.09% | 145 |
|
2025
Q1 | $106K | Hold |
1,500
| – | – | 0.08% | 149 |
|
2024
Q4 | $106K | Hold |
1,500
| – | – | 0.08% | 155 |
|
2024
Q3 | $93.9K | Buy |
+1,500
| New | +$93.9K | 0.07% | 175 |
|
2024
Q2 | – | Sell |
-1,500
| Closed | -$94.9K | – | 163 |
|
2024
Q1 | $94.9K | Buy |
+1,500
| New | +$94.9K | 0.07% | 177 |
|
2022
Q2 | – | Sell |
-1,500
| Closed | -$80K | – | 174 |
|
2022
Q1 | $80K | Sell |
1,500
-275
| -15% | -$14.7K | 0.07% | 213 |
|
2021
Q4 | $112K | Buy |
+1,775
| New | +$112K | 0.09% | 180 |
|
2021
Q2 | – | Sell |
-2,775
| Closed | -$202K | – | 125 |
|
2021
Q1 | $202K | Sell |
2,775
-1,000
| -26% | -$72.8K | 0.23% | 104 |
|
2020
Q4 | $233K | Buy |
+3,775
| New | +$233K | 0.27% | 101 |
|