One Wealth Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $657K | Buy |
7,716
+1,260
| +20% | +$107K | 0.09% | 133 |
|
|
2025
Q1 | $458K | Sell |
6,456
-898
| -12% | -$63.8K | 0.07% | 159 |
|
|
2024
Q4 | $518K | Buy |
7,354
+769
| +12% | +$54.1K | 0.08% | 115 |
|
|
2024
Q3 | $412K | Sell |
6,585
-6
| -0.1% | -$376 | 0.06% | 156 |
|
|
2024
Q2 | $385K | Sell |
6,591
-3,254
| -33% | -$190K | 0.08% | 133 |
|
|
2024
Q1 | $623K | Buy |
9,845
+30
| +0.3% | +$1.9K | 0.11% | 106 |
|
|
2023
Q4 | $505K | Sell |
9,815
-131
| -1% | -$6.74K | 0.1% | 105 |
|
|
2023
Q3 | $409K | Sell |
9,946
-63
| -0.6% | -$2.59K | 0.09% | 110 |
|
|
2023
Q2 | $461K | Buy |
10,009
+2,638
| +36% | +$121K | 0.1% | 112 |
|
|
2023
Q1 | $346K | Buy |
7,371
+1,966
| +36% | +$92.2K | 0.08% | 134 |
|
|
2022
Q4 | $244K | Sell |
5,405
-8,511
| -61% | -$385K | 0.06% | 165 |
|
|
2022
Q3 | $580K | Buy |
13,916
+684
| +5% | +$28.5K | 0.19% | 68 |
|
|
2022
Q2 | $609K | Sell |
13,232
-136
| -1% | -$6.26K | 0.16% | 77 |
|
|
2022
Q1 | $714K | Buy |
13,368
+494
| +4% | +$26.4K | 0.17% | 70 |
|
|
2021
Q4 | $777K | Buy |
12,874
+27
| +0.2% | +$1.63K | 0.2% | 63 |
|
|
2021
Q3 | $902K | Buy |
12,847
+1,946
| +18% | +$137K | 0.26% | 47 |
|
|
2021
Q2 | $771K | Buy |
10,901
+541
| +5% | +$38.3K | 0.24% | 57 |
|
|
2021
Q1 | $754K | Buy |
10,360
+1,375
| +15% | +$100K | 0.29% | 43 |
|
|
2020
Q4 | $554K | Sell |
8,985
-499
| -5% | -$30.8K | 0.3% | 32 |
|
|
2020
Q3 | $409K | Sell |
9,484
-359
| -4% | -$15.5K | 0.28% | 35 |
|
|
2020
Q2 | $503K | Sell |
9,843
-657
| -6% | -$33.6K | 0.4% | 25 |
|
|
2020
Q1 | $442K | Buy |
10,500
+1,011
| +11% | +$42.6K | 0.44% | 27 |
|
|
2019
Q4 | $758K | Sell |
9,489
-140
| -1% | -$11.2K | 0.56% | 18 |
|
|
2019
Q3 | $665K | Buy |
9,629
+872
| +10% | +$60.2K | 0.58% | 16 |
|
|
2019
Q2 | $613K | Buy |
8,757
+851
| +11% | +$59.6K | 0.51% | 26 |
|
|
2019
Q1 | $492K | Buy |
+7,906
| New | +$492K | 0.4% | 33 |
|
|
2018
Q4 | – | Sell |
-5,410
| Closed | -$388K | – | 156 |
|
|
2018
Q3 | $388K | Buy |
5,410
+170
| +3% | +$12.2K | 0.3% | 58 |
|
|
2018
Q2 | $351K | Buy |
+5,240
| New | +$351K | 0.28% | 67 |
|
|
2018
Q1 | – | Sell |
-305
| Closed | -$27K | – | 522 |
|
|
2017
Q4 | $27K | Buy |
+305
| New | +$27K | 0.02% | 309 |
|