San Luis Wealth Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,685
| Closed | -$669K | – | 145 |
|
|
2024
Q3 | $669K | Buy |
10,685
+5,815
| +119% | +$364K | 0.14% | 81 |
|
|
2024
Q2 | $309K | Buy |
+4,870
| New | +$309K | 0.07% | 95 |
|
|
2022
Q2 | – | Sell |
-1,464
| Closed | -$88K | – | 122 |
|
|
2022
Q1 | $88K | Buy |
+1,464
| New | +$88K | 0.04% | 203 |
|