Inlet Private Wealth’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.48M | Sell |
99,630
-300
| -0.3% | -$25.5K | 2.08% | 10 |
|
|
2025
Q1 | $7.09M | Buy |
99,930
+100
| +0.1% | +$7.1K | 1.84% | 15 |
|
|
2024
Q4 | $7.03M | Sell |
99,830
-1,550
| -2% | -$109K | 1.86% | 11 |
|
|
2024
Q3 | $6.35M | Sell |
101,380
-500
| -0.5% | -$31.3K | 1.61% | 19 |
|
|
2024
Q2 | $6.47M | Buy |
101,880
+300
| +0.3% | +$19K | 1.77% | 14 |
|
|
2024
Q1 | $6.42M | Sell |
101,580
-200
| -0.2% | -$12.6K | 1.79% | 17 |
|
|
2023
Q4 | $5.24M | Buy |
101,780
+1,845
| +2% | +$94.9K | 1.6% | 23 |
|
|
2023
Q3 | $4.11M | Sell |
99,935
-825
| -0.8% | -$33.9K | 1.35% | 26 |
|
|
2023
Q2 | $4.64M | Hold |
100,760
| – | – | 1.17% | 26 |
|
|
2023
Q1 | $4.72M | Sell |
100,760
-3,700
| -4% | -$173K | 1.23% | 24 |
|
|
2022
Q4 | $4.72M | Sell |
104,460
-11,776
| -10% | -$533K | 1.21% | 23 |
|
|
2022
Q3 | $4.84M | Buy |
116,236
+9,687
| +9% | +$404K | 1.44% | 19 |
|
|
2022
Q2 | $4.9M | Buy |
106,549
+870
| +0.8% | +$40K | 1.4% | 21 |
|
|
2022
Q1 | $5.64M | Buy |
105,679
+3,336
| +3% | +$178K | 1.41% | 19 |
|
|
2021
Q4 | $6.18M | Buy |
102,343
+17,100
| +20% | +$1.03M | 1.5% | 19 |
|
|
2021
Q3 | $5.98M | Buy |
85,243
+1,040
| +1% | +$73K | 1.6% | 17 |
|
|
2021
Q2 | $5.96M | Buy |
84,203
+8,750
| +12% | +$619K | 1.56% | 18 |
|
|
2021
Q1 | $5.49M | Sell |
75,453
-2,000
| -3% | -$145K | 1.57% | 18 |
|
|
2020
Q4 | $4.78M | Sell |
77,453
-3,365
| -4% | -$207K | 1.56% | 15 |
|
|
2020
Q3 | $3.48M | Sell |
80,818
-3,030
| -4% | -$131K | 1.36% | 20 |
|
|
2020
Q2 | $4.29M | Sell |
83,848
-70
| -0.1% | -$3.58K | 1.71% | 14 |
|
|
2020
Q1 | $3.54M | Buy |
83,918
+2,733
| +3% | +$115K | 1.64% | 15 |
|
|
2019
Q4 | $6.49M | Buy |
81,185
+1,415
| +2% | +$113K | 2.15% | 8 |
|
|
2019
Q3 | $5.51M | Buy |
79,770
+4,100
| +5% | +$283K | 2.04% | 10 |
|
|
2019
Q2 | $5.43M | Buy |
75,670
+2,345
| +3% | +$168K | 1.95% | 9 |
|
|
2019
Q1 | $4.56M | Buy |
73,325
+23,825
| +48% | +$1.48M | 1.83% | 12 |
|
|
2018
Q4 | $2.58M | Buy |
+49,500
| New | +$2.58M | 1.39% | 15 |
|