Laurel Wealth Advisors (North Carolina)’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Buy |
45,829
+45,290
| +8,403% | +$533K | 0.01% | 326 |
|
|
2025
Q1 | $38.2K | Hold |
539
| – | – | 0.01% | 339 |
|
|
2024
Q4 | $37.9K | Sell |
539
-68
| -11% | -$4.78K | 0.01% | 344 |
|
|
2024
Q3 | $38K | Buy |
607
+236
| +64% | +$14.8K | 0.01% | 333 |
|
|
2024
Q2 | $23.5K | Buy |
371
+64
| +21% | +$4.05K | ﹤0.01% | 363 |
|
|
2024
Q1 | $19.4K | Sell |
307
-57
| -16% | -$3.6K | ﹤0.01% | 381 |
|
|
2023
Q4 | $18.7K | Hold |
364
| – | – | ﹤0.01% | 360 |
|
|
2023
Q3 | $14.9K | Buy |
364
+1
| +0.3% | +$41 | ﹤0.01% | 373 |
|
|
2023
Q2 | $16.7K | Hold |
363
| – | – | ﹤0.01% | 371 |
|
|
2023
Q1 | $17K | Hold |
363
| – | – | ﹤0.01% | 368 |
|
|
2022
Q4 | $16.4K | Sell |
363
-52
| -13% | -$2.35K | ﹤0.01% | 345 |
|
|
2022
Q3 | $17K | Hold |
415
| – | – | ﹤0.01% | 344 |
|
|
2022
Q2 | $19K | Buy |
415
+53
| +15% | +$2.43K | ﹤0.01% | 334 |
|
|
2022
Q1 | $19K | Buy |
362
+1
| +0.3% | +$52 | ﹤0.01% | 345 |
|
|
2021
Q4 | $22K | Hold |
361
| – | – | ﹤0.01% | 332 |
|
|
2021
Q3 | $25K | Hold |
361
| – | – | 0.01% | 322 |
|
|
2021
Q2 | $26K | Hold |
361
| – | – | 0.01% | 347 |
|
|
2021
Q1 | $26K | Sell |
361
-180
| -33% | -$13K | 0.01% | 324 |
|
|
2020
Q4 | $33K | Sell |
541
-47
| -8% | -$2.87K | 0.01% | 293 |
|
|
2020
Q3 | $25K | Buy |
588
+1
| +0.2% | +$43 | 0.01% | 293 |
|
|
2020
Q2 | $30K | Sell |
587
-47
| -7% | -$2.4K | 0.01% | 270 |
|
|
2020
Q1 | $27K | Sell |
634
-66
| -9% | -$2.81K | 0.01% | 267 |
|
|
2019
Q4 | $56K | Buy |
700
+1
| +0.1% | +$80 | 0.02% | 232 |
|
|
2019
Q3 | $48K | Buy |
699
+47
| +7% | +$3.23K | 0.02% | 240 |
|
|
2019
Q2 | $46K | Sell |
652
-92
| -12% | -$6.49K | 0.02% | 240 |
|
|
2019
Q1 | $46K | Buy |
744
+1
| +0.1% | +$62 | 0.02% | 231 |
|
|
2018
Q4 | $39K | Buy |
+743
| New | +$39K | 0.02% | 231 |
|