Prospera Financial 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 | $6.42M | Sell |
75,428
-826
| -1% | -$70.3K | 0.12% | 187 |
|
|
2025
Q1 | $5.41M | Buy |
76,254
+5,546
| +8% | +$394K | 0.12% | 187 |
|
|
2024
Q4 | $4.98M | Buy |
70,708
+4,357
| +7% | +$307K | 0.12% | 195 |
|
|
2024
Q3 | $4.15M | Sell |
66,351
-32,841
| -33% | -$2.06M | 0.11% | 212 |
|
|
2024
Q2 | $6.29M | Buy |
99,192
+1,163
| +1% | +$73.8K | 0.18% | 124 |
|
|
2024
Q1 | $6.2M | Buy |
98,029
+41,793
| +74% | +$2.64M | 0.18% | 121 |
|
|
2023
Q4 | $2.89M | Buy |
56,236
+2,487
| +5% | +$128K | 0.1% | 244 |
|
|
2023
Q3 | $2.21M | Sell |
53,749
-1,276
| -2% | -$52.5K | 0.09% | 254 |
|
|
2023
Q2 | $2.53M | Buy |
55,025
+195
| +0.4% | +$8.98K | 0.1% | 230 |
|
|
2023
Q1 | $2.57M | Buy |
54,830
+45,309
| +476% | +$2.12M | 0.11% | 230 |
|
|
2022
Q4 | $431K | Sell |
9,521
-57,686
| -86% | -$2.61M | 0.02% | 576 |
|
|
2022
Q3 | $2.8M | Buy |
67,207
+11,656
| +21% | +$486K | 0.15% | 179 |
|
|
2022
Q2 | $2.56M | Buy |
55,551
+42,947
| +341% | +$1.98M | 0.13% | 197 |
|
|
2022
Q1 | $674K | Buy |
12,604
+3,434
| +37% | +$184K | 0.03% | 514 |
|
|
2021
Q4 | $555K | Buy |
9,170
+231
| +3% | +$14K | 0.02% | 546 |
|
|
2021
Q3 | $628K | Buy |
8,939
+1,770
| +25% | +$124K | 0.03% | 471 |
|
|
2021
Q2 | $508K | Sell |
7,169
-1,318
| -16% | -$93.4K | 0.03% | 531 |
|
|
2021
Q1 | $617K | Sell |
8,487
-230
| -3% | -$16.7K | 0.04% | 439 |
|
|
2020
Q4 | $538K | Buy |
8,717
+2,137
| +32% | +$132K | 0.04% | 409 |
|
|
2020
Q3 | $284K | Sell |
6,580
-1,299
| -16% | -$56.1K | 0.11% | 164 |
|
|
2020
Q2 | $403K | Sell |
7,879
-1,243
| -14% | -$63.6K | 0.04% | 391 |
|
|
2020
Q1 | $384K | Buy |
9,122
+2,343
| +35% | +$98.6K | 0.04% | 357 |
|
|
2019
Q4 | $542K | Buy |
6,779
+176
| +3% | +$14.1K | 0.04% | 367 |
|
|
2019
Q3 | $456K | Buy |
6,603
+160
| +2% | +$11.1K | 0.05% | 328 |
|
|
2019
Q2 | $455K | Buy |
+6,443
| New | +$455K | 0.05% | 301 |
|
|
2019
Q1 | – | Sell |
-6,199
| Closed | -$330K | – | 340 |
|
|
2018
Q4 | $330K | Buy |
6,199
+1,374
| +28% | +$73.1K | 0.07% | 265 |
|
|
2018
Q3 | $341K | Sell |
4,825
-2,237
| -32% | -$158K | 0.06% | 285 |
|
|
2018
Q2 | $471K | Sell |
7,062
-623
| -8% | -$41.6K | 0.06% | 244 |
|
|
2018
Q1 | $530K | Buy |
7,685
+2,056
| +37% | +$142K | 0.07% | 231 |
|
|
2017
Q4 | $423K | Sell |
5,629
-2,451
| -30% | -$184K | 0.06% | 247 |
|
|
2017
Q3 | $595K | Hold |
8,080
| – | – | 0.09% | 209 |
|
|
2017
Q2 | $545K | Buy |
8,080
+3,986
| +97% | +$269K | 0.09% | 203 |
|
|
2017
Q1 | $245K | Sell |
4,094
-15
| -0.4% | -$898 | 0.04% | 301 |
|
|
2016
Q4 | $245K | Buy |
+4,109
| New | +$245K | 0.05% | 305 |
|