Kingsview 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 | $2.37M | Buy |
27,801
+541
| +2% | +$46.1K | 0.04% | 403 |
|
|
2025
Q1 | $1.94M | Buy |
27,260
+10,314
| +61% | +$732K | 0.04% | 392 |
|
|
2024
Q4 | $1.19M | Buy |
16,946
+760
| +5% | +$53.5K | 0.02% | 507 |
|
|
2024
Q3 | $1.01M | Buy |
16,186
+1,619
| +11% | +$101K | 0.02% | 523 |
|
|
2024
Q2 | $924K | Buy |
14,567
+689
| +5% | +$43.7K | 0.02% | 533 |
|
|
2024
Q1 | $878K | Sell |
13,878
-3,456
| -20% | -$219K | 0.02% | 531 |
|
|
2023
Q4 | $892K | Sell |
17,334
-2,121
| -11% | -$109K | 0.03% | 497 |
|
|
2023
Q3 | $800K | Buy |
19,455
+1,519
| +8% | +$62.5K | 0.03% | 495 |
|
|
2023
Q2 | $826K | Sell |
17,936
-3,676
| -17% | -$169K | 0.03% | 464 |
|
|
2023
Q1 | $1.01M | Sell |
21,612
-2,138
| -9% | -$100K | 0.04% | 393 |
|
|
2022
Q4 | $1.07M | Buy |
23,750
+227
| +1% | +$10.3K | 0.05% | 332 |
|
|
2022
Q3 | $980K | Sell |
23,523
-303
| -1% | -$12.6K | 0.05% | 335 |
|
|
2022
Q2 | $1.1M | Sell |
23,826
-2,868
| -11% | -$132K | 0.05% | 340 |
|
|
2022
Q1 | $1.43M | Buy |
26,694
+3,325
| +14% | +$178K | 0.06% | 305 |
|
|
2021
Q4 | $1.41M | Sell |
23,369
-26,515
| -53% | -$1.6M | 0.06% | 304 |
|
|
2021
Q3 | $3.5M | Buy |
49,884
+7,392
| +17% | +$519K | 0.17% | 141 |
|
|
2021
Q2 | $3.02M | Buy |
42,492
+7,843
| +23% | +$557K | 0.15% | 151 |
|
|
2021
Q1 | $2.53M | Buy |
34,649
+4,819
| +16% | +$352K | 0.14% | 154 |
|
|
2020
Q4 | $1.84M | Buy |
29,830
+7,496
| +34% | +$462K | 0.13% | 170 |
|
|
2020
Q3 | $963K | Buy |
22,334
+1,139
| +5% | +$49.1K | 0.09% | 229 |
|
|
2020
Q2 | $1.08M | Buy |
21,195
+1,813
| +9% | +$92.6K | 0.11% | 194 |
|
|
2020
Q1 | $816K | Buy |
19,382
+4,610
| +31% | +$194K | 0.11% | 206 |
|
|
2019
Q4 | $1.18M | Buy |
14,772
+10,590
| +253% | +$846K | 0.15% | 175 |
|
|
2019
Q3 | $289K | Sell |
4,182
-12,390
| -75% | -$856K | 0.05% | 342 |
|
|
2019
Q2 | $1.16M | Buy |
16,572
+12,413
| +298% | +$870K | 0.19% | 138 |
|
|
2019
Q1 | $259K | Buy |
4,159
+290
| +7% | +$18.1K | 0.04% | 384 |
|
|
2018
Q4 | $201K | Sell |
3,869
-69
| -2% | -$3.59K | 0.04% | 337 |
|
|
2018
Q3 | $283K | Buy |
+3,938
| New | +$283K | 0.06% | 294 |
|