Heritage Wealth Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Hold |
1,414
| – | – | 0.01% | 232 |
|
|
2025
Q1 | $100K | Sell |
1,414
-29
| -2% | -$2.06K | 0.01% | 244 |
|
|
2024
Q4 | $102K | Buy |
1,443
+5
| +0.3% | +$352 | 0.01% | 249 |
|
|
2024
Q3 | $90K | Buy |
1,438
+266
| +23% | +$16.7K | ﹤0.01% | 272 |
|
|
2024
Q2 | $74.4K | Hold |
1,172
| – | – | ﹤0.01% | 277 |
|
|
2024
Q1 | $74.1K | Sell |
1,172
-1,278
| -52% | -$80.8K | ﹤0.01% | 292 |
|
|
2023
Q4 | $126K | Buy |
2,450
+1,050
| +75% | +$54K | 0.01% | 247 |
|
|
2023
Q3 | $57.6K | Buy |
+1,400
| New | +$57.6K | ﹤0.01% | 286 |
|
|
2022
Q4 | – | Sell |
-8,234
| Closed | -$298K | – | 564 |
|
|
2022
Q3 | $298K | Buy |
+8,234
| New | +$298K | 0.02% | 161 |
|
|
2021
Q3 | – | Sell |
-4,013
| Closed | -$165K | – | 541 |
|
|
2021
Q2 | $165K | Buy |
+4,013
| New | +$165K | 0.01% | 216 |
|
|
2021
Q1 | – | Sell |
-4,885
| Closed | -$208K | – | 569 |
|
|
2020
Q4 | $208K | Sell |
4,885
-349
| -7% | -$14.9K | 0.01% | 192 |
|
|
2020
Q3 | $184K | Buy |
5,234
+544
| +12% | +$19.1K | 0.02% | 154 |
|
|
2020
Q2 | $171K | Buy |
4,690
+2,893
| +161% | +$106K | 0.02% | 153 |
|
|
2020
Q1 | $75.7K | Sell |
1,797
-5,184
| -74% | -$218K | 0.01% | 216 |
|
|
2019
Q4 | $413K | Buy |
6,981
+274
| +4% | +$16.2K | 0.05% | 115 |
|
|
2019
Q3 | $349K | Buy |
6,707
+420
| +7% | +$21.9K | 0.05% | 118 |
|
|
2019
Q2 | $364K | Buy |
6,287
+1,000
| +19% | +$57.9K | 0.06% | 108 |
|
|
2019
Q1 | $301K | Buy |
5,287
+4,600
| +670% | +$262K | 0.05% | 108 |
|
|
2018
Q4 | $35K | Sell |
687
-127
| -16% | -$6.47K | 0.01% | 218 |
|
|
2018
Q3 | $58K | Buy |
+814
| New | +$58K | 0.01% | 187 |
|