Marcum Wealth’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $389K | Buy |
5,483
+403
| +8% | +$28.6K | 0.03% | 231 |
|
|
2024
Q4 | $358K | Buy |
5,080
+75
| +1% | +$5.28K | 0.03% | 250 |
|
|
2024
Q3 | $313K | Sell |
5,005
-456
| -8% | -$28.5K | 0.03% | 273 |
|
|
2024
Q2 | $347K | Buy |
5,461
+28
| +0.5% | +$1.78K | 0.03% | 245 |
|
|
2024
Q1 | $344K | Buy |
5,433
+252
| +5% | +$15.9K | 0.03% | 245 |
|
|
2023
Q4 | $266K | Buy |
5,181
+92
| +2% | +$4.73K | 0.03% | 275 |
|
|
2023
Q3 | $209K | Sell |
5,089
-1,116
| -18% | -$45.9K | 0.03% | 309 |
|
|
2023
Q2 | $286K | Buy |
6,205
+95
| +2% | +$4.37K | 0.03% | 256 |
|
|
2023
Q1 | $287K | Buy |
+6,110
| New | +$287K | 0.04% | 252 |
|
|
2022
Q4 | – | Sell |
-7,013
| Closed | -$292K | – | 382 |
|
|
2022
Q3 | $292K | Buy |
7,013
+339
| +5% | +$14.1K | 0.04% | 242 |
|
|
2022
Q2 | $307K | Buy |
6,674
+296
| +5% | +$13.6K | 0.05% | 228 |
|
|
2022
Q1 | $341K | Buy |
6,378
+1,297
| +26% | +$69.3K | 0.05% | 226 |
|
|
2021
Q4 | $307K | Sell |
5,081
-1,839
| -27% | -$111K | 0.04% | 251 |
|
|
2021
Q3 | $486K | Buy |
6,920
+96
| +1% | +$6.74K | 0.08% | 157 |
|
|
2021
Q2 | $483K | Sell |
6,824
-27
| -0.4% | -$1.91K | 0.08% | 154 |
|
|
2021
Q1 | $498K | Buy |
6,851
+3,138
| +85% | +$228K | 0.08% | 146 |
|
|
2020
Q4 | $229K | Buy |
+3,713
| New | +$229K | 0.05% | 126 |
|