Shelton 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 | $1.31M | Buy |
15,388
+1,134
| +8% | +$96.5K | 0.63% | 55 |
|
|
2025
Q1 | $1.01M | Sell |
14,254
-1,770
| -11% | -$126K | 0.55% | 53 |
|
|
2024
Q4 | $1.13M | Buy |
16,024
+609
| +4% | +$42.9K | 0.58% | 55 |
|
|
2024
Q3 | $965K | Buy |
15,415
+1,801
| +13% | +$113K | 0.52% | 60 |
|
|
2024
Q2 | $864K | Buy |
+13,614
| New | +$864K | 0.49% | 63 |
|
|
2022
Q2 | – | Sell |
-5,401
| Closed | -$288K | – | 64 |
|
|
2022
Q1 | $288K | Sell |
5,401
-162
| -3% | -$8.64K | 0.23% | 55 |
|
|
2021
Q4 | $336K | Buy |
+5,563
| New | +$336K | 0.26% | 47 |
|