Lake Street Private Wealth’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $282K | Buy |
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|
2024
Q4 | $269K | Sell |
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|
2024
Q3 | $243K | Sell |
|
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|
2024
Q2 | $254K | Buy |
|
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|
2024
Q1 | $252K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $242K | Sell |
|
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|
2021
Q4 | $967K | Buy |
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|
2021
Q3 | $625K | Buy |
|
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|
2021
Q2 | $608K | Buy |
|
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|
2021
Q1 | $530K | Buy |
|
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|
2020
Q4 | $359K | Sell |
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|
2020
Q3 | $281K | Sell |
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|
2020
Q2 | $425K | Buy |
|
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|
2020
Q1 | $332K | Sell |
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|
2019
Q4 | $634K | Buy |
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|
2019
Q3 | $361K | Buy |
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|
2019
Q2 | $348K | Buy |
|