Pinnacle Wealth Planning Services’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Sell |
5,504
-26
| -0.5% | -$2.21K | 0.06% | 207 |
|
|
2025
Q1 | $393K | Buy |
5,530
+424
| +8% | +$30.1K | 0.06% | 205 |
|
|
2024
Q4 | $359K | Buy |
5,106
+165
| +3% | +$11.6K | 0.05% | 214 |
|
|
2024
Q3 | $309K | Sell |
4,941
-16
| -0.3% | -$1K | 0.04% | 296 |
|
|
2024
Q2 | $315K | Buy |
4,957
+662
| +15% | +$42K | 0.04% | 280 |
|
|
2024
Q1 | $272K | Buy |
4,295
+164
| +4% | +$10.4K | 0.04% | 328 |
|
|
2023
Q4 | $212K | Sell |
4,131
-3,817
| -48% | -$196K | 0.03% | 380 |
|
|
2023
Q3 | $327K | Sell |
7,948
-4,946
| -38% | -$203K | 0.05% | 237 |
|
|
2023
Q2 | $594K | Sell |
12,894
-439
| -3% | -$20.2K | 0.1% | 140 |
|
|
2023
Q1 | $625K | Buy |
13,333
+2,623
| +24% | +$123K | 0.1% | 138 |
|
|
2022
Q4 | $484K | Buy |
10,710
+2,668
| +33% | +$121K | 0.09% | 168 |
|
|
2022
Q3 | $335K | Buy |
8,042
+214
| +3% | +$8.91K | 0.06% | 207 |
|
|
2022
Q2 | $360K | Sell |
7,828
-568
| -7% | -$26.1K | 0.06% | 205 |
|
|
2022
Q1 | $448K | Buy |
8,396
+74
| +0.9% | +$3.95K | 0.08% | 181 |
|
|
2021
Q4 | $502K | Sell |
8,322
-802
| -9% | -$48.4K | 0.1% | 150 |
|
|
2021
Q3 | $640K | Buy |
9,124
+189
| +2% | +$13.3K | 0.14% | 110 |
|
|
2021
Q2 | $632K | Buy |
8,935
+49
| +0.6% | +$3.47K | 0.15% | 106 |
|
|
2021
Q1 | $646K | Buy |
8,886
+992
| +13% | +$72.1K | 0.17% | 95 |
|
|
2020
Q4 | $487K | Buy |
7,894
+109
| +1% | +$6.72K | 0.12% | 116 |
|
|
2020
Q3 | $336K | Sell |
7,785
-11
| -0.1% | -$475 | 0.11% | 141 |
|
|
2020
Q2 | $399K | Sell |
7,796
-853
| -10% | -$43.7K | 0.13% | 128 |
|
|
2020
Q1 | $363K | Sell |
8,649
-56
| -0.6% | -$2.35K | 0.17% | 115 |
|
|
2019
Q4 | $695K | Buy |
8,705
+4,018
| +86% | +$321K | 0.33% | 70 |
|
|
2019
Q3 | $323K | Buy |
4,687
+225
| +5% | +$15.5K | 0.18% | 118 |
|
|
2019
Q2 | $313K | Buy |
4,462
+454
| +11% | +$31.8K | 0.19% | 106 |
|
|
2019
Q1 | $249K | Sell |
4,008
-1,012
| -20% | -$62.9K | 0.17% | 120 |
|
|
2018
Q4 | $261K | Sell |
5,020
-438
| -8% | -$22.8K | 0.17% | 106 |
|
|
2018
Q3 | $392K | Sell |
5,458
-43
| -0.8% | -$3.09K | 0.36% | 94 |
|
|
2018
Q2 | $368K | Sell |
5,501
-2,987
| -35% | -$200K | 0.36% | 93 |
|
|
2018
Q1 | $573K | Buy |
8,488
+5,440
| +178% | +$367K | 0.59% | 51 |
|
|
2017
Q4 | $226K | Buy |
+3,048
| New | +$226K | 0.46% | 51 |
|