Naviter Wealth’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Buy |
37,348
+685
| +2% | +$58.3K | 0.39% | 64 |
|
|
2025
Q1 | $2.58M | Buy |
36,663
+570
| +2% | +$40.1K | 0.31% | 81 |
|
|
2024
Q4 | $2.54M | Buy |
36,093
+5,910
| +20% | +$416K | 0.31% | 81 |
|
|
2024
Q3 | $1.89M | Sell |
30,183
-1,475
| -5% | -$92.3K | 0.26% | 111 |
|
|
2024
Q2 | $2.01M | Buy |
31,658
+1,156
| +4% | +$73.4K | 0.3% | 93 |
|
|
2024
Q1 | $1.93M | Buy |
30,502
+6,098
| +25% | +$386K | 0.32% | 89 |
|
|
2023
Q4 | $1.26M | Sell |
24,404
-264
| -1% | -$13.6K | 0.25% | 109 |
|
|
2023
Q3 | $1.01M | Buy |
24,668
+2,156
| +10% | +$88.7K | 0.24% | 98 |
|
|
2023
Q2 | $1.04M | Buy |
22,512
+2,526
| +13% | +$116K | 0.26% | 98 |
|
|
2023
Q1 | $937K | Buy |
19,986
+1,257
| +7% | +$58.9K | 0.33% | 89 |
|
|
2022
Q4 | $963K | Buy |
18,729
+2,370
| +14% | +$122K | 0.26% | 92 |
|
|
2022
Q3 | $682K | Buy |
16,359
+1,713
| +12% | +$71.4K | 0.28% | 85 |
|
|
2022
Q2 | $674K | Buy |
+14,646
| New | +$674K | 0.28% | 85 |
|