Sendero Wealth 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 | $307K | Buy |
3,606
+386
| +12% | +$32.9K | 0.04% | 170 |
|
|
2025
Q1 | $229K | Buy |
3,220
+223
| +7% | +$15.8K | 0.03% | 172 |
|
|
2024
Q4 | $211K | Buy |
+2,997
| New | +$211K | 0.03% | 157 |
|
|
2023
Q4 | – | Sell |
-10,341
| Closed | -$425K | – | 149 |
|
|
2023
Q3 | $425K | Sell |
10,341
-16,460
| -61% | -$677K | 0.09% | 119 |
|
|
2023
Q2 | $1.23M | Buy |
26,801
+1,431
| +6% | +$65.9K | 0.27% | 70 |
|
|
2023
Q1 | $1.19M | Buy |
25,370
+4,188
| +20% | +$196K | 0.36% | 58 |
|
|
2022
Q4 | $958K | Buy |
21,182
+166
| +0.8% | +$7.51K | 0.34% | 56 |
|
|
2022
Q3 | $876K | Buy |
21,016
+1,422
| +7% | +$59.3K | 0.36% | 47 |
|
|
2022
Q2 | $901K | Buy |
19,594
+4,061
| +26% | +$187K | 0.86% | 33 |
|
|
2022
Q1 | $829K | Sell |
15,533
-636
| -4% | -$33.9K | 0.38% | 34 |
|
|
2021
Q4 | $977K | Buy |
+16,169
| New | +$977K | 0.43% | 36 |
|