PPWP
Proquility Private Wealth Partners’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.28M | Sell |
60,253
-7,229
| -11% | -$513K | 1.32% | 23 |
|
|
2024
Q4 | $4.75M | Buy |
67,482
+310
| +0.5% | +$21.8K | 1.53% | 21 |
|
|
2024
Q3 | $4.2M | Buy |
67,172
+1,583
| +2% | +$99.1K | 1.35% | 22 |
|
|
2024
Q2 | $4.16M | Sell |
65,589
-2,025
| -3% | -$129K | 1.42% | 21 |
|
|
2024
Q1 | $4.28M | Buy |
67,614
+9,007
| +15% | +$570K | 1.46% | 20 |
|
|
2023
Q4 | $3.01M | Sell |
58,607
-9,122
| -13% | -$469K | 1.14% | 29 |
|
|
2023
Q3 | $2.79M | Sell |
67,729
-2,331
| -3% | -$95.9K | 1.14% | 27 |
|
|
2023
Q2 | $3.23M | Buy |
70,060
+2,501
| +4% | +$115K | 1.26% | 26 |
|
|
2023
Q1 | $3.17M | Buy |
67,559
+34,304
| +103% | +$1.61M | 1.26% | 25 |
|
|
2022
Q4 | $1.5M | Sell |
33,255
-27,046
| -45% | -$1.22M | 0.62% | 51 |
|
|
2022
Q3 | $2.51M | Buy |
60,301
+5,906
| +11% | +$246K | 1.16% | 28 |
|
|
2022
Q2 | $2.5M | Sell |
54,395
-2,396
| -4% | -$110K | 1.07% | 29 |
|
|
2022
Q1 | $2.64M | Buy |
56,791
+5,938
| +12% | +$276K | 1.1% | 28 |
|
|
2021
Q4 | $3.43M | Buy |
50,853
+4,256
| +9% | +$287K | 1.21% | 22 |
|
|
2021
Q3 | $3.27M | Buy |
46,597
+1,364
| +3% | +$95.7K | 1.24% | 27 |
|
|
2021
Q2 | $3.2M | Buy |
45,233
+1,035
| +2% | +$73.2K | 1.2% | 28 |
|
|
2021
Q1 | $3.22M | Buy |
44,198
+13,787
| +45% | +$1M | 1.28% | 24 |
|
|
2020
Q4 | $1.88M | Buy |
+30,411
| New | +$1.88M | 0.86% | 36 |
|