Sightline Wealth Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Buy |
4,937
+31
| +0.6% | +$2.64K | 0.2% | 58 |
|
|
2025
Q1 | $348K | Buy |
4,906
+29
| +0.6% | +$2.06K | 0.18% | 62 |
|
|
2024
Q4 | $343K | Buy |
4,877
+32
| +0.7% | +$2.25K | 0.19% | 62 |
|
|
2024
Q3 | $303K | Buy |
4,845
+35
| +0.7% | +$2.19K | 0.17% | 64 |
|
|
2024
Q2 | $305K | Buy |
4,810
+33
| +0.7% | +$2.09K | 0.19% | 62 |
|
|
2024
Q1 | $302K | Buy |
4,777
+36
| +0.8% | +$2.28K | 0.2% | 62 |
|
|
2023
Q4 | $244K | Buy |
+4,741
| New | +$244K | 0.19% | 62 |
|
|
2023
Q3 | – | Sell |
-4,606
| Closed | -$216K | – | 72 |
|
|
2023
Q2 | $216K | Hold |
4,606
| – | – | 0.21% | 51 |
|
|
2023
Q1 | $216K | Sell |
4,606
-58
| -1% | -$2.72K | 0.22% | 49 |
|
|
2022
Q4 | $211K | Buy |
+4,664
| New | +$211K | 0.23% | 54 |
|
|
2022
Q1 | – | Sell |
-3,581
| Closed | -$221K | – | 56 |
|
|
2021
Q4 | $221K | Buy |
3,581
+28
| +0.8% | +$1.73K | 0.2% | 47 |
|
|
2021
Q3 | $249K | Buy |
3,553
+25
| +0.7% | +$1.75K | 0.21% | 43 |
|
|
2021
Q2 | $250K | Buy |
3,528
+22
| +0.6% | +$1.56K | 0.21% | 47 |
|
|
2021
Q1 | $256K | Buy |
3,506
+25
| +0.7% | +$1.83K | 0.24% | 44 |
|
|
2020
Q4 | $215K | Buy |
+3,481
| New | +$215K | 0.21% | 50 |
|