Lake Street Private Wealth’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,969
| Closed | -$282K | – | 259 |
|
|
2025
Q1 | $282K | Buy |
3,969
+141
| +4% | +$10K | 0.05% | 205 |
|
|
2024
Q4 | $269K | Sell |
3,828
-48
| -1% | -$3.38K | 0.04% | 203 |
|
|
2024
Q3 | $243K | Sell |
3,876
-130
| -3% | -$8.14K | 0.04% | 227 |
|
|
2024
Q2 | $254K | Buy |
4,006
+18
| +0.5% | +$1.14K | 0.03% | 279 |
|
|
2024
Q1 | $252K | Buy |
+3,988
| New | +$252K | 0.03% | 277 |
|
|
2022
Q2 | – | Sell |
-4,532
| Closed | -$242K | – | 299 |
|
|
2022
Q1 | $242K | Sell |
4,532
-11,486
| -72% | -$613K | 0.04% | 277 |
|
|
2021
Q4 | $967K | Buy |
16,018
+7,110
| +80% | +$429K | 0.17% | 134 |
|
|
2021
Q3 | $625K | Buy |
8,908
+351
| +4% | +$24.6K | 0.15% | 129 |
|
|
2021
Q2 | $608K | Buy |
8,557
+1,278
| +18% | +$90.8K | 0.15% | 128 |
|
|
2021
Q1 | $530K | Buy |
7,279
+1,456
| +25% | +$106K | 0.15% | 136 |
|
|
2020
Q4 | $359K | Sell |
5,823
-693
| -11% | -$42.7K | 0.1% | 154 |
|
|
2020
Q3 | $281K | Sell |
6,516
-1,812
| -22% | -$78.1K | 0.09% | 141 |
|
|
2020
Q2 | $425K | Buy |
8,328
+437
| +6% | +$22.3K | 0.16% | 112 |
|
|
2020
Q1 | $332K | Sell |
7,891
-40
| -0.5% | -$1.68K | 0.15% | 114 |
|
|
2019
Q4 | $634K | Buy |
7,931
+2,710
| +52% | +$217K | 0.24% | 96 |
|
|
2019
Q3 | $361K | Buy |
5,221
+254
| +5% | +$17.6K | 0.16% | 117 |
|
|
2019
Q2 | $348K | Buy |
+4,967
| New | +$348K | 0.21% | 93 |
|