Meridian Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
26,643
+1,122
| +4% | +$95.5K | 0.1% | 185 |
|
|
2025
Q1 | $1.81M | Sell |
25,521
-218
| -0.8% | -$15.5K | 0.09% | 194 |
|
|
2024
Q4 | $1.81M | Sell |
25,739
-70
| -0.3% | -$4.93K | 0.09% | 200 |
|
|
2024
Q3 | $1.62M | Buy |
+25,809
| New | +$1.62M | 0.08% | 207 |
|
|
2024
Q2 | – | Sell |
-26,203
| Closed | -$1.66M | – | 320 |
|
|
2024
Q1 | $1.66M | Buy |
26,203
+5,729
| +28% | +$362K | 0.28% | 61 |
|
|
2023
Q4 | $1.05M | Sell |
20,474
-155,102
| -88% | -$7.98M | 0.07% | 248 |
|
|
2023
Q3 | $7.22M | Buy |
175,576
+99,371
| +130% | +$4.09M | 0.44% | 46 |
|
|
2023
Q2 | $3.51M | Buy |
76,205
+3,474
| +5% | +$160K | 0.3% | 69 |
|
|
2023
Q1 | $3.41M | Buy |
72,731
+20,726
| +40% | +$972K | 0.3% | 75 |
|
|
2022
Q4 | $2.35M | Sell |
52,005
-18,453
| -26% | -$835K | 0.23% | 105 |
|
|
2022
Q3 | $2.94M | Buy |
70,458
+3,303
| +5% | +$138K | 0.32% | 73 |
|
|
2022
Q2 | $3.09M | Buy |
67,155
+24,743
| +58% | +$1.14M | 0.25% | 98 |
|
|
2022
Q1 | $2.27M | Buy |
42,412
+28,945
| +215% | +$1.55M | 0.25% | 88 |
|
|
2021
Q4 | $813K | Buy |
13,467
+1,456
| +12% | +$87.9K | 0.09% | 181 |
|
|
2021
Q3 | $843K | Buy |
12,011
+1,144
| +11% | +$80.3K | 0.1% | 167 |
|
|
2021
Q2 | $769K | Buy |
10,867
+3,738
| +52% | +$265K | 0.1% | 174 |
|
|
2021
Q1 | $519K | Buy |
7,129
+3,801
| +114% | +$277K | 0.08% | 204 |
|
|
2020
Q4 | $205K | Sell |
3,328
-2,500
| -43% | -$154K | 0.03% | 318 |
|
|
2020
Q3 | $251K | Buy |
+5,828
| New | +$251K | 0.06% | 209 |
|
|
2019
Q4 | – | Sell |
-5,672
| Closed | -$392K | – | 201 |
|
|
2019
Q3 | $392K | Buy |
5,672
+1,588
| +39% | +$110K | 0.18% | 111 |
|
|
2019
Q2 | $2.86K | Buy |
+4,084
| New | +$2.86K | 0.12% | 154 |
|
|
2019
Q1 | – | Sell |
-6,312
| Closed | -$329K | – | 197 |
|
|
2018
Q4 | $329K | Buy |
+6,312
| New | +$329K | 0.19% | 100 |
|