Mosley Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $1.29M | Buy |
16,034
+1,302
| +9% | +$105K | 0.8% | 28 |
|
2024
Q3 | $911K | Buy |
14,732
+1,932
| +15% | +$119K | 0.62% | 32 |
|
2024
Q2 | $812K | Sell |
12,800
-2,179
| -15% | -$138K | 0.69% | 28 |
|
2024
Q1 | $947K | Sell |
14,979
-781
| -5% | -$49.4K | 0.89% | 22 |
|
2023
Q4 | $811K | Buy |
+15,760
| New | +$811K | 0.8% | 27 |
|