Gray Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $305K | Buy |
4,328
+3
| +0.1% | +$211 | 0.12% | 102 |
|
|
2024
Q3 | $271K | Buy |
4,325
+3
| +0.1% | +$188 | 0.11% | 105 |
|
|
2024
Q2 | $274K | Buy |
4,322
+168
| +4% | +$10.7K | 0.12% | 105 |
|
|
2024
Q1 | $263K | Sell |
4,154
-19
| -0.5% | -$1.2K | 0.12% | 107 |
|
|
2023
Q4 | $215K | Sell |
4,173
-1,118
| -21% | -$57.5K | 0.1% | 120 |
|
|
2023
Q3 | $218K | Buy |
5,291
+191
| +4% | +$7.86K | 0.11% | 115 |
|
|
2023
Q2 | $235K | Sell |
5,100
-96
| -2% | -$4.42K | 0.12% | 108 |
|
|
2023
Q1 | $244K | Buy |
5,196
+203
| +4% | +$9.52K | 0.13% | 104 |
|
|
2022
Q4 | $226K | Sell |
4,993
-800
| -14% | -$36.2K | 0.13% | 104 |
|
|
2022
Q3 | $241K | Buy |
5,793
+633
| +12% | +$26.3K | 0.15% | 93 |
|
|
2022
Q2 | $237K | Buy |
5,160
+851
| +20% | +$39.1K | 0.14% | 96 |
|
|
2022
Q1 | $230K | Buy |
4,309
+624
| +17% | +$33.3K | 0.12% | 110 |
|
|
2021
Q4 | $223K | Buy |
3,685
+682
| +23% | +$41.3K | 0.11% | 117 |
|
|
2021
Q3 | $211K | Buy |
+3,003
| New | +$211K | 0.12% | 113 |
|