Kingswood Wealth Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $920K | Sell |
10,813
-534
| -5% | -$45.5K | 0.07% | 279 |
|
|
2025
Q1 | $805K | Buy |
11,347
+107
| +1% | +$7.59K | 0.07% | 294 |
|
|
2024
Q4 | $791K | Sell |
11,240
-19,654
| -64% | -$1.38M | 0.06% | 324 |
|
|
2024
Q3 | $1.93M | Buy |
30,894
+5,991
| +24% | +$375K | 0.14% | 172 |
|
|
2024
Q2 | $1.58M | Sell |
24,903
-4,838
| -16% | -$307K | 0.14% | 146 |
|
|
2024
Q1 | $1.88M | Sell |
29,741
-3,129
| -10% | -$198K | 0.22% | 114 |
|
|
2023
Q4 | $1.69M | Buy |
+32,870
| New | +$1.69M | 0.19% | 124 |
|