Meridian Wealth Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
+2,512
| New | +$214K | 0.03% | 171 |
|
|
2022
Q2 | – | Sell |
-4,236
| Closed | -$226K | – | 200 |
|
|
2022
Q1 | $226K | Sell |
4,236
-75
| -2% | -$4K | 0.05% | 193 |
|
|
2021
Q4 | $260K | Sell |
4,311
-38
| -0.9% | -$2.29K | 0.06% | 172 |
|
|
2021
Q3 | $305K | Buy |
4,349
+113
| +3% | +$7.93K | 0.09% | 156 |
|
|
2021
Q2 | $300K | Buy |
4,236
+991
| +31% | +$70.2K | 0.08% | 152 |
|
|
2021
Q1 | $236K | Hold |
3,245
| – | – | 0.08% | 157 |
|
|
2020
Q4 | $200K | Buy |
+3,245
| New | +$200K | 0.07% | 170 |
|
|
2020
Q3 | – | Sell |
-7,601
| Closed | -$388K | – | 165 |
|
|
2020
Q2 | $388K | Buy |
+7,601
| New | +$388K | 0.18% | 109 |
|
|
2019
Q1 | – | Sell |
-2,007
| Closed | -$104K | – | 165 |
|
|
2018
Q4 | $104K | Buy |
+2,007
| New | +$104K | 0.08% | 162 |
|