IFWM
Institute for Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
17,716
+30
| +0.2% | +$2.55K | 0.17% | 123 |
|
|
2025
Q1 | $1.26M | Sell |
17,686
-189
| -1% | -$13.4K | 0.16% | 139 |
|
|
2024
Q4 | $1.26M | Sell |
17,875
-33
| -0.2% | -$2.32K | 0.16% | 132 |
|
|
2024
Q3 | $1.12M | Buy |
17,908
+65
| +0.4% | +$4.07K | 0.14% | 155 |
|
|
2024
Q2 | $1.13M | Buy |
17,843
+1,422
| +9% | +$90.2K | 0.15% | 150 |
|
|
2024
Q1 | $1.04M | Buy |
16,421
+457
| +3% | +$28.9K | 0.13% | 162 |
|
|
2023
Q4 | $821K | Sell |
15,964
-308
| -2% | -$15.8K | 0.13% | 179 |
|
|
2023
Q3 | $669K | Sell |
16,272
-467
| -3% | -$19.2K | 0.12% | 200 |
|
|
2023
Q2 | $771K | Buy |
16,739
+74
| +0.4% | +$3.41K | 0.13% | 182 |
|
|
2023
Q1 | $781K | Sell |
16,665
-94
| -0.6% | -$4.41K | 0.15% | 170 |
|
|
2022
Q4 | $758K | Sell |
16,759
-9,819
| -37% | -$444K | 0.16% | 172 |
|
|
2022
Q3 | $1.11M | Sell |
26,578
-248
| -0.9% | -$10.3K | 0.25% | 106 |
|
|
2022
Q2 | $1.23M | Sell |
26,826
-767
| -3% | -$35.3K | 0.24% | 105 |
|
|
2022
Q1 | $1.47M | Buy |
27,593
+283
| +1% | +$15.1K | 0.24% | 109 |
|
|
2021
Q4 | $1.65M | Buy |
27,310
+1,116
| +4% | +$67.4K | 0.27% | 91 |
|
|
2021
Q3 | $1.84M | Buy |
26,194
+751
| +3% | +$52.7K | 0.32% | 77 |
|
|
2021
Q2 | $1.8M | Sell |
25,443
-464
| -2% | -$32.8K | 0.32% | 78 |
|
|
2021
Q1 | $1.89M | Sell |
25,907
-744
| -3% | -$54.1K | 0.36% | 71 |
|
|
2020
Q4 | $1.64M | Sell |
26,651
-971
| -4% | -$59.9K | 0.33% | 77 |
|
|
2020
Q3 | $1.19M | Sell |
27,622
-267
| -1% | -$11.5K | 0.27% | 94 |
|
|
2020
Q2 | $1.43M | Sell |
27,889
-963
| -3% | -$49.2K | 0.35% | 69 |
|
|
2020
Q1 | $1.22M | Sell |
28,852
-243
| -0.8% | -$10.2K | 0.37% | 65 |
|
|
2019
Q4 | $2.32M | Buy |
29,095
+437
| +2% | +$34.9K | 0.52% | 34 |
|
|
2019
Q3 | $1.98M | Sell |
28,658
-1,764
| -6% | -$122K | 0.5% | 42 |
|
|
2019
Q2 | $2.13M | Buy |
30,422
+3,196
| +12% | +$224K | 0.47% | 47 |
|
|
2019
Q1 | $1.7M | Buy |
+27,226
| New | +$1.7M | 0.37% | 57 |
|
|
2018
Q4 | – | Sell |
-28,460
| Closed | -$2.06M | – | 273 |
|
|
2018
Q3 | $2.06M | Sell |
28,460
-2,766
| -9% | -$200K | 0.69% | 36 |
|
|
2018
Q2 | $2.09M | Buy |
31,226
+481
| +2% | +$32.3K | 0.67% | 40 |
|
|
2018
Q1 | $2.11M | Buy |
+30,745
| New | +$2.11M | 0.62% | 39 |
|
|
2017
Q4 | – | Sell |
-28,150
| Closed | -$2.05M | – | 396 |
|
|
2017
Q3 | $2.05M | Buy |
+28,150
| New | +$2.05M | 0.67% | 37 |
|