Jeppson 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 | $647K | Buy |
7,599
+1,362
| +22% | +$116K | 0.22% | 98 |
|
|
2025
Q1 | $443K | Buy |
6,237
+311
| +5% | +$22.1K | 0.16% | 126 |
|
|
2024
Q4 | $417K | Buy |
5,926
+28
| +0.5% | +$1.97K | 0.15% | 130 |
|
|
2024
Q3 | $369K | Buy |
5,898
+31
| +0.5% | +$1.94K | 0.13% | 145 |
|
|
2024
Q2 | $372K | Buy |
5,867
+28
| +0.5% | +$1.78K | 0.14% | 137 |
|
|
2024
Q1 | $369K | Sell |
5,839
-69
| -1% | -$4.36K | 0.14% | 144 |
|
|
2023
Q4 | $304K | Sell |
5,908
-37
| -0.6% | -$1.9K | 0.13% | 153 |
|
|
2023
Q3 | $245K | Sell |
5,945
-473
| -7% | -$19.5K | 0.11% | 159 |
|
|
2023
Q2 | $296K | Buy |
6,418
+61
| +1% | +$2.81K | 0.13% | 149 |
|
|
2023
Q1 | $298K | Buy |
6,357
+32
| +0.5% | +$1.5K | 0.13% | 146 |
|
|
2022
Q4 | $286K | Sell |
6,325
-1,167
| -16% | -$52.8K | 0.12% | 149 |
|
|
2022
Q3 | $312K | Buy |
7,492
+132
| +2% | +$5.5K | 0.14% | 132 |
|
|
2022
Q2 | $338K | Buy |
7,360
+1,877
| +34% | +$86.2K | 0.15% | 131 |
|
|
2022
Q1 | $292K | Buy |
5,483
+26
| +0.5% | +$1.39K | 0.14% | 132 |
|
|
2021
Q4 | $330K | Buy |
5,457
+24
| +0.4% | +$1.45K | 0.16% | 114 |
|
|
2021
Q3 | $381K | Buy |
5,433
+22
| +0.4% | +$1.54K | 0.2% | 99 |
|
|
2021
Q2 | $382K | Buy |
5,411
+19
| +0.4% | +$1.34K | 0.21% | 97 |
|
|
2021
Q1 | $392K | Buy |
5,392
+46
| +0.9% | +$3.34K | 0.23% | 93 |
|
|
2020
Q4 | $330K | Buy |
5,346
+26
| +0.5% | +$1.61K | 0.22% | 96 |
|
|
2020
Q3 | $229K | Buy |
+5,320
| New | +$229K | 0.18% | 104 |
|