SWM
SeaCrest Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $995K | Sell |
11,686
-874
| -7% | -$74.4K | 0.11% | 179 |
|
|
2025
Q1 | $892K | Sell |
12,560
-101
| -0.8% | -$7.17K | 0.1% | 197 |
|
|
2024
Q4 | $891K | Buy |
12,661
+203
| +2% | +$14.3K | 0.09% | 203 |
|
|
2024
Q3 | $780K | Sell |
12,458
-858
| -6% | -$53.7K | 0.08% | 235 |
|
|
2024
Q2 | $845K | Buy |
13,316
+468
| +4% | +$29.7K | 0.1% | 203 |
|
|
2024
Q1 | $813K | Sell |
12,848
-2,399
| -16% | -$152K | 0.1% | 214 |
|
|
2023
Q4 | $828K | Sell |
15,247
-2,146
| -12% | -$117K | 0.1% | 207 |
|
|
2023
Q3 | $715K | Sell |
17,393
-10,228
| -37% | -$421K | 0.09% | 227 |
|
|
2023
Q2 | $1.27M | Buy |
27,621
+5,661
| +26% | +$261K | 0.16% | 137 |
|
|
2023
Q1 | $1.03M | Buy |
21,960
+5,643
| +35% | +$265K | 0.14% | 157 |
|
|
2022
Q4 | $738K | Buy |
16,317
+554
| +4% | +$25.1K | 0.11% | 222 |
|
|
2022
Q3 | $657K | Buy |
15,763
+1,209
| +8% | +$50.4K | 0.1% | 224 |
|
|
2022
Q2 | $669K | Buy |
14,554
+2,261
| +18% | +$104K | 0.08% | 247 |
|
|
2022
Q1 | $656K | Buy |
12,293
+295
| +2% | +$15.7K | 0.08% | 278 |
|
|
2021
Q4 | $725K | Sell |
11,998
-807
| -6% | -$48.8K | 0.08% | 249 |
|
|
2021
Q3 | $899K | Buy |
12,805
+233
| +2% | +$16.4K | 0.11% | 200 |
|
|
2021
Q2 | $889K | Buy |
12,572
+522
| +4% | +$36.9K | 0.11% | 212 |
|
|
2021
Q1 | $877K | Sell |
12,050
-5,212
| -30% | -$379K | 0.12% | 195 |
|
|
2020
Q4 | $1.06M | Buy |
17,262
+131
| +0.8% | +$8.08K | 0.15% | 145 |
|
|
2020
Q3 | $739K | Buy |
17,131
+40
| +0.2% | +$1.73K | 0.12% | 190 |
|
|
2020
Q2 | $873K | Buy |
17,091
+582
| +4% | +$29.7K | 0.15% | 153 |
|
|
2020
Q1 | $695K | Sell |
16,509
-745
| -4% | -$31.4K | 0.15% | 156 |
|
|
2019
Q4 | $1.38M | Buy |
17,254
+232
| +1% | +$18.5K | 0.23% | 98 |
|
|
2019
Q3 | $1.18M | Buy |
17,022
+800
| +5% | +$55.3K | 0.22% | 106 |
|
|
2019
Q2 | $1.14M | Sell |
16,222
-5,924
| -27% | -$415K | 0.23% | 102 |
|
|
2019
Q1 | $1.38M | Buy |
22,146
+6,183
| +39% | +$385K | 0.24% | 87 |
|
|
2018
Q4 | $831K | Sell |
15,963
-1,727
| -10% | -$89.9K | 0.17% | 127 |
|
|
2018
Q3 | $1.27M | Sell |
17,690
-4,797
| -21% | -$344K | 0.21% | 89 |
|
|
2018
Q2 | $1.51M | Buy |
22,487
+5,734
| +34% | +$384K | 0.27% | 73 |
|
|
2018
Q1 | $1.13M | Buy |
16,753
+140
| +0.8% | +$9.45K | 0.21% | 99 |
|
|
2017
Q4 | $1.24M | Buy |
+16,613
| New | +$1.24M | 0.23% | 90 |
|