Laidlaw Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,673
| Closed | -$307K | – | 281 |
|
|
2023
Q2 | $307K | Buy |
6,673
+1,903
| +40% | +$87.6K | 0.06% | 262 |
|
|
2023
Q1 | $224K | Buy |
4,770
+4
| +0.1% | +$188 | 0.05% | 311 |
|
|
2022
Q4 | $216K | Sell |
4,766
-36
| -0.7% | -$1.63K | 0.05% | 324 |
|
|
2022
Q3 | $200K | Sell |
4,802
-6,783
| -59% | -$283K | 0.05% | 300 |
|
|
2022
Q2 | $533K | Buy |
11,585
+6,464
| +126% | +$297K | 0.11% | 192 |
|
|
2022
Q1 | $273K | Sell |
5,121
-918
| -15% | -$48.9K | 0.05% | 319 |
|
|
2021
Q4 | $365K | Buy |
+6,039
| New | +$365K | 0.06% | 271 |
|
|
2021
Q1 | – | Sell |
-3,972
| Closed | -$245K | – | 238 |
|
|
2020
Q4 | $245K | Buy |
+3,972
| New | +$245K | 0.05% | 306 |
|
|
2020
Q1 | – | Sell |
-3,784
| Closed | -$302K | – | 155 |
|
|
2019
Q4 | $302K | Buy |
+3,784
| New | +$302K | 0.19% | 128 |
|