RSWM
Robertson Stephens Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Sell |
25,392
-11,247
| -31% | -$957K | 0.07% | 177 |
|
|
2025
Q1 | $2.6M | Sell |
36,639
-2,369
| -6% | -$168K | 0.09% | 166 |
|
|
2024
Q4 | $2.75M | Buy |
39,008
+150
| +0.4% | +$10.6K | 0.1% | 165 |
|
|
2024
Q3 | $2.43M | Sell |
38,858
-1,114
| -3% | -$69.7K | 0.09% | 174 |
|
|
2024
Q2 | $2.54M | Buy |
39,972
+2,295
| +6% | +$146K | 0.13% | 128 |
|
|
2024
Q1 | $2.38M | Buy |
37,677
+8,358
| +29% | +$529K | 0.13% | 136 |
|
|
2023
Q4 | $1.51M | Buy |
29,319
+10,753
| +58% | +$553K | 0.09% | 173 |
|
|
2023
Q3 | $764K | Buy |
18,566
+1,900
| +11% | +$78.1K | 0.05% | 239 |
|
|
2023
Q2 | $767K | Buy |
16,666
+1,964
| +13% | +$90.4K | 0.05% | 220 |
|
|
2023
Q1 | $689K | Sell |
14,702
-381
| -3% | -$17.9K | 0.05% | 249 |
|
|
2022
Q4 | $682K | Sell |
15,083
-626
| -4% | -$28.3K | 0.07% | 216 |
|
|
2022
Q3 | $654K | Sell |
15,709
-4,209
| -21% | -$175K | 0.07% | 190 |
|
|
2022
Q2 | $916K | Sell |
19,918
-2,793
| -12% | -$128K | 0.09% | 163 |
|
|
2022
Q1 | $1.21M | Sell |
22,711
-1,378
| -6% | -$73.5K | 0.1% | 161 |
|
|
2021
Q4 | $1.45M | Buy |
24,089
+10,319
| +75% | +$623K | 0.12% | 143 |
|
|
2021
Q3 | $966K | Buy |
13,770
+700
| +5% | +$49.1K | 0.11% | 121 |
|
|
2021
Q2 | $924K | Sell |
13,070
-1,308
| -9% | -$92.5K | 0.11% | 128 |
|
|
2021
Q1 | $1.05M | Buy |
14,378
+2,033
| +16% | +$148K | 0.17% | 99 |
|
|
2020
Q4 | $761K | Buy |
12,345
+345
| +3% | +$21.3K | 0.16% | 105 |
|
|
2020
Q3 | $517K | Sell |
12,000
-630
| -5% | -$27.1K | 0.13% | 129 |
|
|
2020
Q2 | $645K | Buy |
+12,630
| New | +$645K | 0.19% | 92 |
|