Portside Wealth Group’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
16,290
+22
| +0.1% | +$1.87K | 0.21% | 109 |
|
|
2025
Q1 | $1.15M | Sell |
16,268
-1,770
| -10% | -$126K | 0.19% | 118 |
|
|
2024
Q4 | $1.27M | Buy |
18,038
+667
| +4% | +$47K | 0.21% | 107 |
|
|
2024
Q3 | $1.09M | Buy |
17,371
+1,992
| +13% | +$125K | 0.19% | 131 |
|
|
2024
Q2 | $976K | Sell |
15,379
-224
| -1% | -$14.2K | 0.19% | 124 |
|
|
2024
Q1 | $987K | Buy |
15,603
+934
| +6% | +$59.1K | 0.18% | 128 |
|
|
2023
Q4 | $755K | Sell |
14,669
-1,768
| -11% | -$90.9K | 0.14% | 159 |
|
|
2023
Q3 | $674K | Buy |
16,437
+2,937
| +22% | +$120K | 0.13% | 159 |
|
|
2023
Q2 | $622K | Buy |
+13,500
| New | +$622K | 0.12% | 175 |
|