Strategic Wealth Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.69M | Buy |
+102,109
| New | +$8.69M | 0.68% | 50 |
|
|
2024
Q4 | $7.92M | Buy |
96,470
+28,430
| +42% | +$2.33M | 0.66% | 53 |
|
|
2024
Q3 | $4.26M | Buy |
68,040
+2,783
| +4% | +$174K | 0.41% | 74 |
|
|
2024
Q2 | $4.14M | Buy |
+65,257
| New | +$4.14M | 0.43% | 76 |
|
|
2022
Q2 | – | Sell |
-5,369
| Closed | -$287K | – | 249 |
|
|
2022
Q1 | $287K | Sell |
5,369
-1,747
| -25% | -$93.4K | 0.06% | 213 |
|
|
2021
Q4 | $430K | Sell |
7,116
-30,466
| -81% | -$1.84M | 0.08% | 209 |
|
|
2021
Q3 | $2.64M | Buy |
37,582
+7,241
| +24% | +$508K | 0.77% | 31 |
|
|
2021
Q2 | $2.15M | Buy |
30,341
+1,185
| +4% | +$83.9K | 0.7% | 35 |
|
|
2021
Q1 | $2.12M | Buy |
+29,156
| New | +$2.12M | 0.85% | 26 |
|
|
2020
Q3 | – | Sell |
-4,026
| Closed | -$206K | – | 152 |
|
|
2020
Q2 | $206K | Sell |
4,026
-1,047
| -21% | -$53.6K | 0.11% | 128 |
|
|
2020
Q1 | $405K | Hold |
5,073
| – | – | 0.21% | 101 |
|
|
2019
Q4 | $405K | Buy |
5,073
+2,423
| +91% | +$193K | 0.21% | 101 |
|
|
2019
Q3 | $84K | Sell |
2,650
-11,557
| -81% | -$366K | 0.43% | 65 |
|
|
2019
Q2 | $994K | Sell |
14,207
-207
| -1% | -$14.5K | 0.48% | 60 |
|
|
2019
Q1 | $927K | Buy |
14,414
+2,339
| +19% | +$150K | 0.43% | 73 |
|
|
2018
Q4 | $693K | Sell |
12,075
-255
| -2% | -$14.6K | 0.35% | 80 |
|
|
2018
Q3 | $885K | Buy |
12,330
+1,405
| +13% | +$101K | 0.47% | 72 |
|
|
2018
Q2 | $731K | Sell |
10,925
-370
| -3% | -$24.8K | 0.42% | 78 |
|
|
2018
Q1 | $762K | Buy |
11,295
+10,576
| +1,471% | +$713K | 0.39% | 93 |
|
|
2017
Q4 | $53K | Buy |
+719
| New | +$53K | 0.03% | 218 |
|