Oak Harbor Wealth Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Hold |
3,064
| – | – | 0.07% | 174 |
|
|
2025
Q1 | $218K | Hold |
3,064
| – | – | 0.06% | 190 |
|
|
2024
Q4 | $216K | Buy |
+3,064
| New | +$216K | 0.06% | 164 |
|
|
2024
Q2 | – | Sell |
-3,460
| Closed | -$219K | – | 219 |
|
|
2024
Q1 | $219K | Buy |
+3,460
| New | +$219K | 0.07% | 164 |
|
|
2022
Q1 | – | Sell |
-3,450
| Closed | -$208K | – | 232 |
|
|
2021
Q4 | $208K | Buy |
+3,450
| New | +$208K | 0.07% | 164 |
|