RWM
Ritholtz Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.7M | Buy |
90,470
+19,619
| +28% | +$1.67M | 0.17% | 70 |
|
|
2025
Q1 | $5.03M | Buy |
70,851
+784
| +1% | +$55.7K | 0.15% | 91 |
|
|
2024
Q4 | $4.93M | Buy |
70,067
+8,083
| +13% | +$569K | 0.14% | 85 |
|
|
2024
Q3 | $3.88M | Buy |
61,984
+1,261
| +2% | +$78.9K | 0.12% | 112 |
|
|
2024
Q2 | $3.85M | Buy |
60,723
+465
| +0.8% | +$29.5K | 0.13% | 101 |
|
|
2024
Q1 | $3.81M | Buy |
60,258
+8,725
| +17% | +$552K | 0.13% | 105 |
|
|
2023
Q4 | $2.65M | Buy |
51,533
+14,278
| +38% | +$734K | 0.1% | 122 |
|
|
2023
Q3 | $1.53M | Sell |
37,255
-22,164
| -37% | -$912K | 0.07% | 193 |
|
|
2023
Q2 | $2.74M | Buy |
59,419
+10,379
| +21% | +$478K | 0.12% | 101 |
|
|
2023
Q1 | $2.3M | Buy |
49,040
+9,140
| +23% | +$429K | 0.11% | 108 |
|
|
2022
Q4 | $1.8M | Sell |
39,900
-7,171
| -15% | -$324K | 0.1% | 140 |
|
|
2022
Q3 | $1.96M | Sell |
47,071
-4,007
| -8% | -$167K | 0.1% | 137 |
|
|
2022
Q2 | $2.35M | Buy |
51,078
+17,164
| +51% | +$789K | 0.15% | 81 |
|
|
2022
Q1 | $1.81M | Buy |
33,914
+4,309
| +15% | +$230K | 0.12% | 99 |
|
|
2021
Q4 | $1.79M | Sell |
29,605
-2,988
| -9% | -$180K | 0.11% | 89 |
|
|
2021
Q3 | $2.29M | Buy |
32,593
+8,566
| +36% | +$601K | 0.16% | 64 |
|
|
2021
Q2 | $1.7M | Buy |
24,027
+5,266
| +28% | +$373K | 0.12% | 82 |
|
|
2021
Q1 | $1.37M | Buy |
18,761
+1,215
| +7% | +$88.4K | 0.11% | 85 |
|
|
2020
Q4 | $1.08M | Sell |
17,546
-825
| -4% | -$50.9K | 0.1% | 82 |
|
|
2020
Q3 | $792K | Buy |
18,371
+1,464
| +9% | +$63.1K | 0.09% | 96 |
|
|
2020
Q2 | $864K | Buy |
16,907
+7,427
| +78% | +$380K | 0.11% | 76 |
|
|
2020
Q1 | $399K | Buy |
9,480
+3,518
| +59% | +$148K | 0.06% | 87 |
|
|
2019
Q4 | $476K | Buy |
5,962
+1,542
| +35% | +$123K | 0.07% | 85 |
|
|
2019
Q3 | $305K | Buy |
4,420
+504
| +13% | +$34.8K | 0.05% | 106 |
|
|
2019
Q2 | $274K | Sell |
3,916
-177
| -4% | -$12.4K | 0.05% | 104 |
|
|
2019
Q1 | $255K | Sell |
4,093
-74
| -2% | -$4.61K | 0.05% | 111 |
|
|
2018
Q4 | $217K | Sell |
4,167
-314
| -7% | -$16.4K | 0.05% | 112 |
|
|
2018
Q3 | $321K | Buy |
4,481
+123
| +3% | +$8.81K | 0.08% | 89 |
|
|
2018
Q2 | $292K | Buy |
4,358
+1,068
| +32% | +$71.6K | 0.08% | 91 |
|
|
2018
Q1 | $222K | Buy |
+3,290
| New | +$222K | 0.06% | 105 |
|