Kestra Private Wealth Services’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52M | Sell |
41,392
-774
| -2% | -$65.9K | 0.05% | 356 |
|
|
2025
Q1 | $2.99M | Buy |
42,166
+470
| +1% | +$33.4K | 0.05% | 364 |
|
|
2024
Q4 | $2.93M | Buy |
41,696
+13,816
| +50% | +$973K | 0.05% | 342 |
|
|
2024
Q3 | $1.75M | Sell |
27,880
-28,826
| -51% | -$1.8M | 0.03% | 459 |
|
|
2024
Q2 | $3.6M | Sell |
56,706
-4,867
| -8% | -$309K | 0.07% | 264 |
|
|
2024
Q1 | $3.89M | Sell |
61,573
-3,563
| -5% | -$225K | 0.09% | 246 |
|
|
2023
Q4 | $3.35M | Sell |
65,136
-432
| -0.7% | -$22.2K | 0.09% | 245 |
|
|
2023
Q3 | $2.7M | Buy |
65,568
+5,184
| +9% | +$213K | 0.08% | 255 |
|
|
2023
Q2 | $2.78M | Buy |
60,384
+8,821
| +17% | +$406K | 0.1% | 237 |
|
|
2023
Q1 | $2.42M | Buy |
51,563
+8,896
| +21% | +$417K | 0.1% | 228 |
|
|
2022
Q4 | $1.93M | Sell |
42,667
-15,127
| -26% | -$684K | 0.1% | 236 |
|
|
2022
Q3 | $2.41M | Sell |
57,794
-3,114
| -5% | -$130K | 0.14% | 171 |
|
|
2022
Q2 | $2.8M | Buy |
60,908
+482
| +0.8% | +$22.2K | 0.16% | 150 |
|
|
2022
Q1 | $3.23M | Buy |
60,426
+1,781
| +3% | +$95.1K | 0.16% | 150 |
|
|
2021
Q4 | $3.54M | Buy |
58,645
+24,079
| +70% | +$1.45M | 0.17% | 140 |
|
|
2021
Q3 | $2.43M | Buy |
34,566
+1,619
| +5% | +$114K | 0.14% | 169 |
|
|
2021
Q2 | $2.33M | Sell |
32,947
-572
| -2% | -$40.5K | 0.14% | 163 |
|
|
2021
Q1 | $2.44M | Buy |
33,519
+1,810
| +6% | +$132K | 0.17% | 144 |
|
|
2020
Q4 | $1.93M | Sell |
31,709
-1,148
| -3% | -$69.9K | 0.14% | 167 |
|
|
2020
Q3 | $1.37M | Buy |
+32,857
| New | +$1.37M | 0.12% | 186 |
|