Prestige Wealth Management 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 | $155K | Hold |
1,816
| – | – | 0.03% | 177 |
|
|
2025
Q1 | $129K | Hold |
1,816
| – | – | 0.03% | 180 |
|
|
2024
Q4 | $128K | Hold |
1,816
| – | – | 0.03% | 184 |
|
|
2024
Q3 | $114K | Sell |
1,816
-4,770
| -72% | -$299K | 0.02% | 183 |
|
|
2024
Q2 | $418K | Buy |
6,586
+4,770
| +263% | +$303K | 0.09% | 97 |
|
|
2024
Q1 | $115K | Sell |
1,816
-5,789
| -76% | -$366K | 0.02% | 188 |
|
|
2023
Q4 | $391K | Buy |
7,605
+686
| +10% | +$35.3K | 0.09% | 98 |
|
|
2023
Q3 | $285K | Buy |
6,919
+4,793
| +225% | +$197K | 0.07% | 113 |
|
|
2023
Q2 | $97.9K | Buy |
2,126
+106
| +5% | +$4.88K | 0.02% | 206 |
|
|
2023
Q1 | $94.7K | Buy |
2,020
+99
| +5% | +$4.64K | 0.02% | 189 |
|
|
2022
Q4 | $86.9K | Sell |
1,921
-56
| -3% | -$2.53K | 0.02% | 201 |
|
|
2022
Q3 | $82K | Sell |
1,977
-688
| -26% | -$28.5K | 0.02% | 186 |
|
|
2022
Q2 | $123K | Buy |
2,665
+598
| +29% | +$27.6K | 0.03% | 160 |
|
|
2022
Q1 | $110K | Buy |
2,067
+1
| +0% | +$53 | 0.03% | 179 |
|
|
2021
Q4 | $125K | Sell |
2,066
-8
| -0.4% | -$484 | 0.03% | 177 |
|
|
2021
Q3 | $146K | Buy |
2,074
+172
| +9% | +$12.1K | 0.04% | 159 |
|
|
2021
Q2 | $134K | Sell |
1,902
-171
| -8% | -$12K | 0.04% | 161 |
|
|
2021
Q1 | $151K | Hold |
2,073
| – | – | 0.04% | 145 |
|
|
2020
Q4 | $128K | Buy |
2,073
+109
| +6% | +$6.73K | 0.04% | 153 |
|
|
2020
Q3 | $85K | Sell |
1,964
-1,000
| -34% | -$43.3K | 0.03% | 190 |
|
|
2020
Q2 | $151K | Sell |
2,964
-521
| -15% | -$26.5K | 0.05% | 119 |
|
|
2020
Q1 | $147K | Sell |
3,485
-5,788
| -62% | -$244K | 0.06% | 94 |
|
|
2019
Q4 | $741K | Sell |
9,273
-7
| -0.1% | -$559 | 0.41% | 41 |
|
|
2019
Q3 | $641K | Sell |
9,280
-527
| -5% | -$36.4K | 0.38% | 45 |
|
|
2019
Q2 | $687K | Buy |
9,807
+989
| +11% | +$69.3K | 0.42% | 39 |
|
|
2019
Q1 | $548K | Sell |
8,818
-820
| -9% | -$51K | 0.34% | 56 |
|
|
2018
Q4 | $502K | Buy |
+9,638
| New | +$502K | 0.37% | 53 |
|