SVWAG
Sound View Wealth Advisors Group’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Buy |
8,427
+856
| +11% | +$72.9K | 0.05% | 226 |
|
|
2025
Q1 | $537K | Sell |
7,571
-91
| -1% | -$6.46K | 0.04% | 247 |
|
|
2024
Q4 | $539K | Buy |
7,662
+705
| +10% | +$49.6K | 0.04% | 252 |
|
|
2024
Q3 | $435K | Buy |
6,957
+1,583
| +29% | +$99.1K | 0.04% | 276 |
|
|
2024
Q2 | $341K | Buy |
5,374
+60
| +1% | +$3.81K | 0.04% | 282 |
|
|
2024
Q1 | $336K | Sell |
5,314
-653
| -11% | -$41.3K | 0.04% | 288 |
|
|
2023
Q4 | $307K | Buy |
+5,967
| New | +$307K | 0.03% | 301 |
|
|
2023
Q2 | – | Sell |
-4,321
| Closed | -$203K | – | 366 |
|
|
2023
Q1 | $203K | Sell |
4,321
-1,646
| -28% | -$77.2K | 0.03% | 354 |
|
|
2022
Q4 | $307K | Buy |
+5,967
| New | +$307K | 0.03% | 301 |
|
|
2022
Q1 | – | Sell |
-3,489
| Closed | -$211K | – | 290 |
|
|
2021
Q4 | $211K | Buy |
3,489
+149
| +4% | +$9.01K | 0.04% | 279 |
|
|
2021
Q3 | $234K | Sell |
3,340
-98
| -3% | -$6.87K | 0.05% | 264 |
|
|
2021
Q2 | $243K | Buy |
3,438
+2
| +0.1% | +$141 | 0.05% | 255 |
|
|
2021
Q1 | $250K | Buy |
3,436
+2
| +0.1% | +$146 | 0.06% | 239 |
|
|
2020
Q4 | $212K | Buy |
+3,434
| New | +$212K | 0.05% | 239 |
|
|
2020
Q3 | – | Sell |
-4,422
| Closed | -$226K | – | 248 |
|
|
2020
Q2 | $226K | Buy |
+4,422
| New | +$226K | 0.06% | 218 |
|
|
2020
Q1 | – | Sell |
-3,741
| Closed | -$299K | – | 219 |
|
|
2019
Q4 | $299K | Sell |
3,741
-217
| -5% | -$17.3K | 0.08% | 191 |
|
|
2019
Q3 | $273K | Sell |
3,958
-1,000
| -20% | -$69K | 0.08% | 202 |
|
|
2019
Q2 | $347K | Buy |
+4,958
| New | +$347K | 0.1% | 171 |
|