Golden State 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 | $195K | Sell |
2,286
-563
| -20% | -$47.9K | 0.02% | 362 |
|
|
2025
Q1 | $202K | Sell |
2,849
-36
| -1% | -$2.56K | 0.03% | 337 |
|
|
2024
Q4 | $203K | Buy |
+2,885
| New | +$203K | 0.03% | 321 |
|
|
2022
Q1 | $259K | Sell |
4,843
-377
| -7% | -$20.2K | 0.05% | 260 |
|
|
2021
Q4 | $315K | Sell |
5,220
-443
| -8% | -$26.7K | 0.05% | 280 |
|
|
2021
Q3 | $397K | Buy |
5,663
+496
| +10% | +$34.8K | 0.09% | 190 |
|
|
2021
Q2 | $366K | Sell |
5,167
-1,078
| -17% | -$76.4K | 0.08% | 201 |
|
|
2021
Q1 | $454K | Sell |
6,245
-1,806
| -22% | -$131K | 0.15% | 108 |
|
|
2020
Q4 | $496K | Buy |
8,051
+1,536
| +24% | +$94.6K | 0.14% | 128 |
|
|
2020
Q3 | $281K | Sell |
6,515
-279
| -4% | -$12K | 0.09% | 154 |
|
|
2020
Q2 | $347K | Buy |
6,794
+2,325
| +52% | +$119K | 0.11% | 122 |
|
|
2020
Q1 | $188K | Buy |
+4,469
| New | +$188K | 0.08% | 162 |
|
|
2019
Q4 | – | Sell |
-4,690
| Closed | -$324K | – | 168 |
|
|
2019
Q3 | $324K | Buy |
4,690
+176
| +4% | +$12.2K | 0.11% | 148 |
|
|
2019
Q2 | $316K | Sell |
4,514
-163
| -3% | -$11.4K | 0.1% | 162 |
|
|
2019
Q1 | $291K | Buy |
+4,677
| New | +$291K | 0.1% | 173 |
|