Nicolet Advisory Services’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $830K | Buy |
9,043
+4,720
| +109% | +$433K | 0.07% | 147 |
|
|
2025
Q1 | $266K | Buy |
4,323
+224
| +5% | +$13.8K | 0.03% | 309 |
|
|
2024
Q4 | $293K | Sell |
4,099
-69
| -2% | -$4.93K | 0.03% | 296 |
|
|
2024
Q3 | $256K | Buy |
4,168
+735
| +21% | +$45.1K | 0.02% | 315 |
|
|
2024
Q2 | $230K | Buy |
3,433
+75
| +2% | +$5.02K | 0.02% | 322 |
|
|
2024
Q1 | $207K | Buy |
+3,358
| New | +$207K | 0.02% | 333 |
|
|
2023
Q2 | – | Sell |
-5,683
| Closed | -$261K | – | 312 |
|
|
2023
Q1 | $261K | Buy |
5,683
+323
| +6% | +$14.8K | 0.03% | 230 |
|
|
2022
Q4 | $261K | Buy |
+5,360
| New | +$261K | 0.03% | 194 |
|
|
2022
Q1 | – | Sell |
-3,548
| Closed | -$214K | – | 203 |
|
|
2021
Q4 | $214K | Sell |
3,548
-36
| -1% | -$2.17K | 0.03% | 190 |
|
|
2021
Q3 | $252K | Buy |
3,584
+111
| +3% | +$7.81K | 0.03% | 171 |
|
|
2021
Q2 | $246K | Buy |
3,473
+301
| +9% | +$21.3K | 0.03% | 163 |
|
|
2021
Q1 | $231K | Buy |
+3,172
| New | +$231K | 0.03% | 157 |
|
|
2020
Q3 | – | Sell |
-5,123
| Closed | -$262K | – | 181 |
|
|
2020
Q2 | $262K | Buy |
5,123
+118
| +2% | +$6.04K | 0.04% | 165 |
|
|
2020
Q1 | $211K | Buy |
5,005
+973
| +24% | +$41K | 0.04% | 178 |
|
|
2019
Q4 | $322K | Sell |
4,032
-330
| -8% | -$26.4K | 0.05% | 129 |
|
|
2019
Q3 | $301K | Sell |
4,362
-133
| -3% | -$9.18K | 0.05% | 127 |
|
|
2019
Q2 | $315K | Hold |
4,495
| – | – | 0.05% | 123 |
|
|
2019
Q1 | $280K | Buy |
+4,495
| New | +$280K | 0.05% | 122 |
|