Smith Salley Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-37,345
| Closed | -$1.54M | – | 243 |
|
|
2023
Q3 | $1.54M | Sell |
37,345
-865
| -2% | -$35.6K | 0.11% | 112 |
|
|
2023
Q2 | $1.76M | Buy |
38,210
+10,878
| +40% | +$501K | 0.13% | 107 |
|
|
2023
Q1 | $1.28M | Buy |
27,332
+6,251
| +30% | +$293K | 0.1% | 118 |
|
|
2022
Q4 | $953K | Sell |
21,081
-5,699
| -21% | -$258K | 0.08% | 129 |
|
|
2022
Q3 | $1.12M | Sell |
26,780
-215
| -0.8% | -$8.95K | 0.1% | 120 |
|
|
2022
Q2 | $1.24M | Buy |
26,995
+2,671
| +11% | +$123K | 0.11% | 123 |
|
|
2022
Q1 | $1.3M | Buy |
24,324
+1,334
| +6% | +$71.2K | 0.1% | 127 |
|
|
2021
Q4 | $1.39M | Sell |
22,990
-541
| -2% | -$32.7K | 0.1% | 127 |
|
|
2021
Q3 | $1.65M | Buy |
23,531
+934
| +4% | +$65.5K | 0.13% | 114 |
|
|
2021
Q2 | $1.6M | Buy |
+22,597
| New | +$1.6M | 0.13% | 115 |
|
|
2017
Q4 | – | Sell |
-3,290
| Closed | -$239K | – | 181 |
|
|
2017
Q3 | $239K | Hold |
3,290
| – | – | 0.05% | 155 |
|
|
2017
Q2 | $220K | Buy |
+3,290
| New | +$220K | 0.04% | 161 |
|
|
2015
Q3 | – | Sell |
-4,090
| Closed | -$226K | – | 155 |
|
|
2015
Q2 | $226K | Hold |
4,090
| – | – | 0.06% | 145 |
|
|
2015
Q1 | $211K | Sell |
4,090
-200
| -5% | -$10.3K | 0.05% | 156 |
|
|
2014
Q4 | $232K | Hold |
4,290
| – | – | 0.06% | 151 |
|
|
2014
Q3 | $222K | Buy |
+4,290
| New | +$222K | 0.06% | 162 |
|
|
2013
Q3 | – | Sell |
-8,745
| Closed | -$419K | – | 88 |
|
|
2013
Q2 | $419K | Buy |
+8,745
| New | +$419K | 0.34% | 58 |
|