Personal CFO Solutions’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
11,816
+704
| +6% | +$59.9K | 0.19% | 106 |
|
|
2025
Q1 | $789K | Sell |
11,112
-744
| -6% | -$52.8K | 0.16% | 135 |
|
|
2024
Q4 | $835K | Buy |
11,856
+1,195
| +11% | +$84.1K | 0.16% | 122 |
|
|
2024
Q3 | $667K | Sell |
10,661
-126
| -1% | -$7.89K | 0.09% | 207 |
|
|
2024
Q2 | $685K | Sell |
10,787
-865
| -7% | -$54.9K | 0.11% | 189 |
|
|
2024
Q1 | $737K | Buy |
11,652
+354
| +3% | +$22.4K | 0.12% | 186 |
|
|
2023
Q4 | $581K | Sell |
11,298
-108
| -0.9% | -$5.56K | 0.1% | 196 |
|
|
2023
Q3 | $469K | Sell |
11,406
-1,131
| -9% | -$46.5K | 0.09% | 207 |
|
|
2023
Q2 | $577K | Buy |
12,537
+559
| +5% | +$25.7K | 0.12% | 176 |
|
|
2023
Q1 | $562K | Buy |
11,978
+547
| +5% | +$25.7K | 0.12% | 175 |
|
|
2022
Q4 | $517K | Buy |
11,431
+1,411
| +14% | +$63.8K | 0.11% | 187 |
|
|
2022
Q3 | $418K | Buy |
10,020
+420
| +4% | +$17.5K | 0.11% | 184 |
|
|
2022
Q2 | $442K | Buy |
9,600
+378
| +4% | +$17.4K | 0.1% | 176 |
|
|
2022
Q1 | $492K | Sell |
9,222
-22
| -0.2% | -$1.17K | 0.1% | 202 |
|
|
2021
Q4 | $558K | Sell |
9,244
-111
| -1% | -$6.7K | 0.1% | 182 |
|
|
2021
Q3 | $656K | Buy |
9,355
+2,404
| +35% | +$169K | 0.13% | 150 |
|
|
2021
Q2 | $492K | Buy |
6,951
+418
| +6% | +$29.6K | 0.1% | 188 |
|
|
2021
Q1 | $475K | Buy |
6,533
+1,306
| +25% | +$95K | 0.1% | 188 |
|
|
2020
Q4 | $322K | Buy |
+5,227
| New | +$322K | 0.08% | 228 |
|
|
2020
Q3 | – | Sell |
-4,487
| Closed | -$229K | – | 165 |
|
|
2020
Q2 | $229K | Buy |
+4,487
| New | +$229K | 0.07% | 257 |
|
|
2020
Q1 | – | Sell |
-2,479
| Closed | -$223K | – | 293 |
|
|
2019
Q4 | $223K | Buy |
+2,479
| New | +$223K | 0.06% | 293 |
|