RWA Wealth Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $18.2M | Sell |
214,305
-41,488
| -16% | -$3.53M | 0.23% | 67 |
|
2025
Q1 | $18.2M | Sell |
255,793
-23,381
| -8% | -$1.66M | 0.23% | 69 |
|
2024
Q4 | $19.7M | Sell |
279,174
-22,192
| -7% | -$1.56M | 0.24% | 63 |
|
2024
Q3 | $18.9M | Sell |
301,366
-58,552
| -16% | -$3.67M | 0.24% | 65 |
|
2024
Q2 | $22.8M | Buy |
359,918
+5,987
| +2% | +$380K | 0.3% | 53 |
|
2024
Q1 | $22.4M | Buy |
353,931
+290,706
| +460% | +$18.4M | 0.3% | 56 |
|
2023
Q4 | $3.25M | Sell |
63,225
-924
| -1% | -$47.5K | 0.05% | 173 |
|
2023
Q3 | $2.64M | Buy |
64,149
+562
| +0.9% | +$23.1K | 0.06% | 116 |
|
2023
Q2 | $2.93M | Buy |
+63,587
| New | +$2.93M | 0.06% | 106 |
|
2020
Q1 | – | Sell |
-3,185
| Closed | -$254K | – | 203 |
|
2019
Q4 | $254K | Hold |
3,185
| – | – | 0.03% | 213 |
|
2019
Q3 | $220K | Buy |
+3,185
| New | +$220K | 0.02% | 216 |
|
2018
Q3 | – | Sell |
-2,656
| Closed | -$178K | – | 301 |
|
2018
Q2 | $178K | Sell |
2,656
-1,488
| -36% | -$99.7K | 0.02% | 238 |
|
2018
Q1 | $280K | Sell |
4,144
-289
| -7% | -$19.5K | 0.04% | 165 |
|
2017
Q4 | $330K | Buy |
4,433
+1,421
| +47% | +$106K | 0.04% | 185 |
|
2017
Q3 | $219K | Buy |
+3,012
| New | +$219K | 0.02% | 218 |
|