Mission 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 | $412K | Hold |
4,844
| – | – | 0.01% | 493 |
|
|
2025
Q1 | $344K | Sell |
4,844
-556
| -10% | -$39.5K | 0.01% | 508 |
|
|
2024
Q4 | $380K | Sell |
5,400
-252
| -4% | -$17.7K | 0.01% | 477 |
|
|
2024
Q3 | $354K | Buy |
5,652
+122
| +2% | +$7.64K | 0.01% | 492 |
|
|
2024
Q2 | $351K | Buy |
5,530
+925
| +20% | +$58.7K | 0.01% | 475 |
|
|
2024
Q1 | $291K | Buy |
+4,605
| New | +$291K | 0.01% | 531 |
|
|
2022
Q3 | – | Sell |
-4,194
| Closed | -$193K | – | 481 |
|
|
2022
Q2 | $193K | Sell |
4,194
-373
| -8% | -$17.2K | 0.01% | 463 |
|
|
2022
Q1 | $244K | Sell |
4,567
-756
| -14% | -$40.4K | 0.01% | 440 |
|
|
2021
Q4 | $321K | Sell |
5,323
-1,534
| -22% | -$92.5K | 0.01% | 396 |
|
|
2021
Q3 | $481K | Buy |
6,857
+172
| +3% | +$12.1K | 0.02% | 280 |
|
|
2021
Q2 | $473K | Sell |
6,685
-756
| -10% | -$53.5K | 0.03% | 286 |
|
|
2021
Q1 | $541K | Buy |
7,441
+3,723
| +100% | +$271K | 0.03% | 245 |
|
|
2020
Q4 | $229K | Buy |
+3,718
| New | +$229K | 0.01% | 379 |
|
|
2018
Q4 | – | Sell |
-3,185
| Closed | -$228K | – | 275 |
|
|
2018
Q3 | $228K | Sell |
3,185
-112
| -3% | -$8.02K | 0.03% | 251 |
|
|
2018
Q2 | $221K | Buy |
3,297
+172
| +6% | +$11.5K | 0.03% | 238 |
|
|
2018
Q1 | $211K | Buy |
+3,125
| New | +$211K | 0.03% | 216 |
|