HB 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 | $6.01M | Sell |
70,588
-1,208
| -2% | -$103K | 0.05% | 196 |
|
|
2025
Q1 | $5.1M | Buy |
71,796
+23,065
| +47% | +$1.64M | 0.04% | 224 |
|
|
2024
Q4 | $3.43M | Buy |
48,731
+5,802
| +14% | +$408K | 0.04% | 205 |
|
|
2024
Q3 | $2.69M | Buy |
42,929
+1,284
| +3% | +$80.4K | 0.03% | 232 |
|
|
2024
Q2 | $2.64M | Buy |
41,645
+5,577
| +15% | +$354K | 0.03% | 226 |
|
|
2024
Q1 | $2.28M | Buy |
36,068
+3,353
| +10% | +$212K | 0.03% | 223 |
|
|
2023
Q4 | $1.68M | Buy |
32,715
+16,759
| +105% | +$862K | 0.02% | 249 |
|
|
2023
Q3 | $656K | Sell |
15,956
-13,253
| -45% | -$545K | 0.01% | 371 |
|
|
2023
Q2 | $1.34M | Buy |
29,209
+2,986
| +11% | +$137K | 0.02% | 254 |
|
|
2023
Q1 | $1.23M | Buy |
26,223
+2,911
| +12% | +$136K | 0.02% | 259 |
|
|
2022
Q4 | $1.05M | Buy |
23,312
+2,231
| +11% | +$101K | 0.02% | 274 |
|
|
2022
Q3 | $878K | Sell |
21,081
-1,787
| -8% | -$74.4K | 0.02% | 275 |
|
|
2022
Q2 | $1.05M | Sell |
22,868
-29
| -0.1% | -$1.33K | 0.02% | 248 |
|
|
2022
Q1 | $1.22M | Buy |
22,897
+2,591
| +13% | +$138K | 0.02% | 245 |
|
|
2021
Q4 | $1.23M | Buy |
+20,306
| New | +$1.23M | 0.02% | 216 |
|