NewEdge 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 | $2.02M | Buy |
22,134
+2,408
| +12% | +$220K | 0.03% | 373 |
|
|
2025
Q1 | $1.4M | Buy |
19,726
+1,607
| +9% | +$114K | 0.03% | 419 |
|
|
2024
Q4 | $1.28M | Buy |
18,119
+2,434
| +16% | +$171K | 0.02% | 438 |
|
|
2024
Q3 | $982K | Buy |
15,685
+4,800
| +44% | +$300K | 0.02% | 475 |
|
|
2024
Q2 | $691K | Sell |
10,885
-519
| -5% | -$32.9K | 0.02% | 477 |
|
|
2024
Q1 | $702K | Buy |
11,404
+3,576
| +46% | +$220K | 0.02% | 484 |
|
|
2023
Q4 | $403K | Buy |
7,828
+364
| +5% | +$18.7K | 0.01% | 553 |
|
|
2023
Q3 | $307K | Sell |
7,464
-432
| -5% | -$17.8K | 0.01% | 542 |
|
|
2023
Q2 | $364K | Sell |
7,896
-3,111
| -28% | -$143K | 0.01% | 512 |
|
|
2023
Q1 | $516K | Buy |
11,007
+4,091
| +59% | +$192K | 0.02% | 404 |
|
|
2022
Q4 | $313K | Buy |
6,916
+1,511
| +28% | +$68.3K | 0.01% | 445 |
|
|
2022
Q3 | $225K | Sell |
5,405
-4,105
| -43% | -$171K | 0.01% | 477 |
|
|
2022
Q2 | $437K | Buy |
9,510
+2,142
| +29% | +$98.4K | 0.02% | 410 |
|
|
2022
Q1 | $393K | Buy |
7,368
+1,389
| +23% | +$74.1K | 0.02% | 330 |
|
|
2021
Q4 | $361K | Sell |
5,979
-1,425
| -19% | -$86K | 0.02% | 321 |
|
|
2021
Q3 | $520K | Buy |
7,404
+609
| +9% | +$42.8K | 0.03% | 218 |
|
|
2021
Q2 | $481K | Buy |
6,795
+3,803
| +127% | +$269K | 0.04% | 218 |
|
|
2021
Q1 | $218K | Buy |
+2,992
| New | +$218K | 0.02% | 280 |
|