Pacific Capital 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
Q1 | – | Sell |
-343
| Closed | -$24.1K | – | 128 |
|
|
2024
Q4 | $24.1K | Hold |
343
| – | – | ﹤0.01% | 205 |
|
|
2024
Q3 | $21.5K | Hold |
343
| – | – | ﹤0.01% | 233 |
|
|
2024
Q2 | $21.8K | Buy |
343
+205
| +149% | +$13K | ﹤0.01% | 221 |
|
|
2024
Q1 | $8.73K | Buy |
138
+56
| +68% | +$3.54K | ﹤0.01% | 243 |
|
|
2023
Q4 | $4.22K | Buy |
+82
| New | +$4.22K | ﹤0.01% | 256 |
|
|
2020
Q4 | – | Sell |
-82
| Closed | -$4K | – | 85 |
|
|
2020
Q3 | $4K | Buy |
+82
| New | +$4K | ﹤0.01% | 191 |
|