HighMark 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 | $520 | Hold |
6
| – | – | ﹤0.01% | 561 |
|
|
2025
Q1 | $430 | Hold |
6
| – | – | ﹤0.01% | 531 |
|
|
2024
Q4 | $424 | Hold |
6
| – | – | ﹤0.01% | 538 |
|
|
2024
Q3 | $374 | Hold |
6
| – | – | ﹤0.01% | 554 |
|
|
2024
Q2 | $375 | Hold |
6
| – | – | ﹤0.01% | 546 |
|
|
2024
Q1 | $371 | Hold |
6
| – | – | ﹤0.01% | 535 |
|
|
2023
Q4 | $299 | Hold |
6
| – | – | ﹤0.01% | 548 |
|
|
2023
Q3 | $236 | Hold |
6
| – | – | ﹤0.01% | 542 |
|
|
2023
Q2 | $261 | Hold |
6
| – | – | ﹤0.01% | 538 |
|
|
2023
Q1 | $263 | Hold |
6
| – | – | ﹤0.01% | 577 |
|
|
2022
Q4 | $251 | Buy |
6
+1
| +20% | +$42 | ﹤0.01% | 512 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 525 |
|
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 519 |
|
|
2022
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 511 |
|
|
2021
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 500 |
|
|
2021
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 505 |
|
|
2021
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 509 |
|
|
2021
Q1 | $0 | Sell |
5
-41
| -89% | – | ﹤0.01% | 480 |
|
|
2020
Q4 | $3K | Buy |
46
+41
| +820% | +$2.67K | ﹤0.01% | 374 |
|
|
2020
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 448 |
|
|
2020
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 433 |
|
|
2020
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 357 |
|