Retirement Planning Company of New England’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $880K | Buy |
10,344
+55
| +0.5% | +$4.68K | 0.39% | 69 |
|
|
2025
Q1 | $730K | Buy |
10,289
+268
| +3% | +$19K | 0.36% | 84 |
|
|
2024
Q4 | $705K | Sell |
10,021
-57
| -0.6% | -$4.01K | 0.34% | 83 |
|
|
2024
Q3 | $631K | Buy |
10,078
+454
| +5% | +$28.4K | 0.31% | 97 |
|
|
2024
Q2 | $611K | Buy |
9,624
+90
| +0.9% | +$5.71K | 0.33% | 90 |
|
|
2024
Q1 | $603K | Sell |
9,534
-12,065
| -56% | -$763K | 0.33% | 96 |
|
|
2023
Q4 | $1.11M | Buy |
21,599
+1,026
| +5% | +$52.8K | 0.5% | 58 |
|
|
2023
Q3 | $846K | Buy |
20,573
+12,742
| +163% | +$524K | 0.47% | 66 |
|
|
2023
Q2 | $361K | Sell |
7,831
-38
| -0.5% | -$1.75K | 0.21% | 131 |
|
|
2023
Q1 | $369K | Sell |
7,869
-3,136
| -28% | -$147K | 0.22% | 132 |
|
|
2022
Q4 | $498K | Buy |
11,005
+970
| +10% | +$43.9K | 0.32% | 103 |
|
|
2022
Q3 | $418K | Buy |
10,035
+955
| +11% | +$39.8K | 0.3% | 107 |
|
|
2022
Q2 | $417K | Sell |
9,080
-1,969
| -18% | -$90.4K | 0.28% | 113 |
|
|
2022
Q1 | $590K | Buy |
11,049
+1,042
| +10% | +$55.6K | 0.33% | 98 |
|
|
2021
Q4 | $604K | Buy |
+10,007
| New | +$604K | 0.29% | 95 |
|