PPWM
PFG Private Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-44
| Closed | -$3.12K | – | 83 |
|
|
2025
Q1 | $3.12K | Hold |
44
| – | – | ﹤0.01% | 202 |
|
|
2024
Q4 | $3.1K | Hold |
44
| – | – | ﹤0.01% | 182 |
|
|
2024
Q3 | $2.75K | Hold |
44
| – | – | ﹤0.01% | 193 |
|
|
2024
Q2 | $2.79K | Hold |
44
| – | – | ﹤0.01% | 188 |
|
|
2024
Q1 | $2.78K | Sell |
44
-24
| -35% | -$1.52K | ﹤0.01% | 176 |
|
|
2023
Q4 | $3.5K | Sell |
68
-630
| -90% | -$32.4K | ﹤0.01% | 171 |
|
|
2023
Q3 | $28.7K | Sell |
698
-1,411
| -67% | -$58K | 0.02% | 147 |
|
|
2023
Q2 | $97.1K | Buy |
2,109
+78
| +4% | +$3.59K | 0.06% | 106 |
|
|
2023
Q1 | $95.2K | Sell |
2,031
-46
| -2% | -$2.16K | 0.06% | 103 |
|
|
2022
Q4 | $94K | Buy |
2,077
+195
| +10% | +$8.83K | 0.06% | 93 |
|
|
2022
Q3 | $78K | Buy |
1,882
+112
| +6% | +$4.64K | 0.05% | 105 |
|
|
2022
Q2 | $81K | Sell |
1,770
-115
| -6% | -$5.26K | 0.05% | 129 |
|
|
2022
Q1 | $101K | Buy |
1,885
+1,760
| +1,408% | +$94.3K | 0.05% | 125 |
|
|
2021
Q4 | $8K | Hold |
125
| – | – | ﹤0.01% | 208 |
|
|
2021
Q3 | $9K | Buy |
+125
| New | +$9K | 0.01% | 196 |
|