SteelPeak Wealth’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-58,226
| Closed | -$4.13M | – | 515 |
|
|
2025
Q1 | $4.13M | Buy |
+58,226
| New | +$4.13M | 0.17% | 108 |
|
|
2024
Q4 | – | Sell |
-4,825
| Closed | -$302K | – | 490 |
|
|
2024
Q3 | $302K | Sell |
4,825
-117,592
| -96% | -$7.36M | 0.01% | 378 |
|
|
2024
Q2 | $7.77M | Buy |
122,417
+112,222
| +1,101% | +$7.12M | 0.36% | 60 |
|
|
2024
Q1 | $645K | Sell |
10,195
-67,465
| -87% | -$4.27M | 0.03% | 259 |
|
|
2023
Q4 | $3.99M | Sell |
77,660
-107,375
| -58% | -$5.52M | 0.23% | 91 |
|
|
2023
Q3 | $7.61M | Buy |
185,035
+174,495
| +1,656% | +$7.18M | 0.48% | 51 |
|
|
2023
Q2 | $485K | Buy |
+10,540
| New | +$485K | 0.03% | 236 |
|
|
2022
Q4 | – | Sell |
-11,797
| Closed | -$492K | – | 400 |
|
|
2022
Q3 | $492K | Buy |
11,797
+70
| +0.6% | +$2.92K | 0.04% | 248 |
|
|
2022
Q2 | $539K | Buy |
11,727
+4,289
| +58% | +$197K | 0.04% | 240 |
|
|
2022
Q1 | $397K | Buy |
+7,438
| New | +$397K | 0.02% | 304 |
|
|
2021
Q2 | – | Sell |
-23,145
| Closed | -$1.68M | – | 407 |
|
|
2021
Q1 | $1.68M | Buy |
23,145
+2,430
| +12% | +$177K | 0.13% | 112 |
|
|
2020
Q4 | $1.28M | Sell |
20,715
-4,396
| -18% | -$271K | 0.12% | 134 |
|
|
2020
Q3 | $1.08M | Buy |
25,111
+3,848
| +18% | +$166K | 0.12% | 132 |
|
|
2020
Q2 | $1.09M | Buy |
21,263
+5,922
| +39% | +$303K | 0.14% | 107 |
|
|
2020
Q1 | $646K | Sell |
15,341
-782
| -5% | -$32.9K | 0.1% | 133 |
|
|
2019
Q4 | $1.29M | Buy |
+16,123
| New | +$1.29M | 0.18% | 103 |
|