Madison Wealth Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $288K | Buy |
3,382
+43
| +1% | +$3.66K | 0.06% | 125 |
|
2025
Q1 | $237K | Sell |
3,339
-1,699
| -34% | -$121K | 0.06% | 134 |
|
2024
Q4 | $355K | Sell |
5,038
-7
| -0.1% | -$493 | 0.1% | 102 |
|
2024
Q3 | $316K | Sell |
5,045
-46
| -0.9% | -$2.88K | 0.09% | 111 |
|
2024
Q2 | $323K | Buy |
5,091
+3
| +0.1% | +$190 | 0.11% | 88 |
|
2024
Q1 | $322K | Sell |
5,088
-746
| -13% | -$47.2K | 0.12% | 91 |
|
2023
Q4 | $300K | Buy |
+5,834
| New | +$300K | 0.12% | 92 |
|