Secure Asset Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
3,290
+118
| +4% | +$10K | 0.05% | 250 |
|
|
2025
Q1 | $225K | Sell |
3,172
-206
| -6% | -$14.6K | 0.05% | 271 |
|
|
2024
Q4 | $238K | Buy |
+3,378
| New | +$238K | 0.04% | 288 |
|
|
2023
Q4 | – | Sell |
-24,814
| Closed | -$1.02M | – | 227 |
|
|
2023
Q3 | $1.02M | Buy |
24,814
+4,455
| +22% | +$183K | 0.31% | 87 |
|
|
2023
Q2 | $937K | Buy |
20,359
+898
| +5% | +$41.3K | 0.28% | 85 |
|
|
2023
Q1 | $913K | Buy |
19,461
+749
| +4% | +$35.1K | 0.3% | 82 |
|
|
2022
Q4 | $846K | Buy |
18,712
+13,377
| +251% | +$605K | 0.3% | 84 |
|
|
2022
Q3 | $222K | Buy |
5,335
+720
| +16% | +$30K | 0.12% | 131 |
|
|
2022
Q2 | $212K | Buy |
+4,615
| New | +$212K | 0.12% | 151 |
|