IHT 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 | $3.22M | Buy |
37,859
+12,993
| +52% | +$1.11M | 0.09% | 220 |
|
|
2025
Q1 | $1.77M | Buy |
24,866
+14,538
| +141% | +$1.03M | 0.06% | 315 |
|
|
2024
Q4 | $727K | Sell |
10,328
-7,577
| -42% | -$533K | 0.02% | 553 |
|
|
2024
Q3 | $1.12M | Buy |
17,905
+5,285
| +42% | +$329K | 0.03% | 472 |
|
|
2024
Q2 | $801K | Sell |
12,620
-3,020
| -19% | -$192K | 0.03% | 489 |
|
|
2024
Q1 | $989K | Buy |
15,640
+7,590
| +94% | +$480K | 0.04% | 428 |
|
|
2023
Q4 | $414K | Buy |
8,050
+578
| +8% | +$29.7K | 0.02% | 661 |
|
|
2023
Q3 | $307K | Sell |
7,472
-66
| -0.9% | -$2.71K | 0.02% | 726 |
|
|
2023
Q2 | $347K | Sell |
7,538
-387
| -5% | -$17.8K | 0.02% | 669 |
|
|
2023
Q1 | $372K | Sell |
7,925
-1,899
| -19% | -$89K | 0.02% | 613 |
|
|
2022
Q4 | $444K | Sell |
9,824
-1,928
| -16% | -$87.2K | 0.03% | 525 |
|
|
2022
Q3 | $490K | Buy |
11,752
+6,337
| +117% | +$264K | 0.04% | 464 |
|
|
2022
Q2 | $249K | Sell |
5,415
-1,497
| -22% | -$68.8K | 0.02% | 590 |
|
|
2022
Q1 | $369K | Sell |
6,912
-44
| -0.6% | -$2.35K | 0.03% | 506 |
|
|
2021
Q4 | $420K | Sell |
6,956
-337
| -5% | -$20.3K | 0.03% | 488 |
|
|
2021
Q3 | $512K | Sell |
7,293
-983
| -12% | -$69K | 0.04% | 424 |
|
|
2021
Q2 | $586K | Sell |
8,276
-1,138
| -12% | -$80.6K | 0.04% | 485 |
|
|
2021
Q1 | $685K | Sell |
9,414
-4,307
| -31% | -$313K | 0.05% | 364 |
|
|
2020
Q4 | $846K | Buy |
13,721
+5,167
| +60% | +$319K | 0.07% | 267 |
|
|
2020
Q3 | $369K | Buy |
8,554
+478
| +6% | +$20.6K | 0.04% | 421 |
|
|
2020
Q2 | $413K | Sell |
8,076
-2,325
| -22% | -$119K | 0.06% | 325 |
|
|
2020
Q1 | $438K | Sell |
10,401
-411
| -4% | -$17.3K | 0.06% | 310 |
|
|
2019
Q4 | $864K | Sell |
10,812
-3,606
| -25% | -$288K | 0.1% | 231 |
|
|
2019
Q3 | $996K | Buy |
14,418
+77
| +0.5% | +$5.32K | 0.14% | 169 |
|
|
2019
Q2 | $1M | Sell |
14,341
-958
| -6% | -$67.1K | 0.15% | 155 |
|
|
2019
Q1 | $952K | Buy |
15,299
+133
| +0.9% | +$8.28K | 0.16% | 155 |
|
|
2018
Q4 | $790K | Sell |
15,166
-2,763
| -15% | -$144K | 0.15% | 165 |
|
|
2018
Q3 | $1.29M | Buy |
17,929
+3,689
| +26% | +$265K | 0.28% | 97 |
|
|
2018
Q2 | $953K | Buy |
14,240
+1,860
| +15% | +$124K | 0.24% | 112 |
|
|
2018
Q1 | $838K | Buy |
12,380
+1,611
| +15% | +$109K | 0.23% | 113 |
|
|
2017
Q4 | $803K | Buy |
10,769
+6,005
| +126% | +$448K | 0.21% | 125 |
|
|
2017
Q3 | $359K | Buy |
4,764
+791
| +20% | +$59.6K | 0.15% | 159 |
|
|
2017
Q2 | $565 | Sell |
3,973
-215
| -5% | -$31 | 0.27% | 89 |
|
|
2017
Q1 | $250K | Sell |
4,188
-520
| -11% | -$31K | 0.17% | 149 |
|
|
2016
Q4 | $285K | Buy |
+4,708
| New | +$285K | 0.22% | 114 |
|