Sugarloaf Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,241
| Closed | -$142K | – | 680 |
|
|
2024
Q2 | $142K | Hold |
2,241
| – | – | 0.03% | 197 |
|
|
2024
Q1 | $142K | Hold |
2,241
| – | – | 0.03% | 196 |
|
|
2023
Q4 | $115K | Sell |
2,241
-3,390
| -60% | -$174K | 0.03% | 209 |
|
|
2023
Q3 | $232K | Buy |
5,631
+1,129
| +25% | +$46.4K | 0.06% | 110 |
|
|
2023
Q2 | $207K | Sell |
4,502
-1,628
| -27% | -$75K | 0.05% | 133 |
|
|
2023
Q1 | $287K | Buy |
6,130
+3,658
| +148% | +$172K | 0.07% | 102 |
|
|
2022
Q4 | $112K | Sell |
2,472
-1,500
| -38% | -$67.8K | 0.03% | 185 |
|
|
2022
Q3 | $166K | Sell |
3,972
-22
| -0.6% | -$919 | 0.04% | 141 |
|
|
2022
Q2 | $184K | Buy |
3,994
+1,522
| +62% | +$70.1K | 0.05% | 128 |
|
|
2022
Q1 | $132K | Hold |
2,472
| – | – | 0.03% | 162 |
|
|
2021
Q4 | $149K | Sell |
2,472
-50
| -2% | -$3.01K | 0.04% | 155 |
|
|
2021
Q3 | $177K | Hold |
2,522
| – | – | 0.05% | 135 |
|
|
2021
Q2 | $178K | Buy |
2,522
+1
| +0% | +$71 | 0.05% | 137 |
|
|
2021
Q1 | $183 | Hold |
2,521
| – | – | 0.05% | 132 |
|
|
2020
Q4 | $155K | Sell |
2,521
-99
| -4% | -$6.09K | 0.05% | 131 |
|
|
2020
Q3 | $113K | Buy |
2,620
+100
| +4% | +$4.31K | 0.04% | 148 |
|
|
2020
Q2 | $129K | Hold |
2,520
| – | – | 0.05% | 141 |
|
|
2020
Q1 | $106K | Sell |
2,520
-132
| -5% | -$5.55K | 0.05% | 149 |
|
|
2019
Q4 | $212K | Buy |
+2,652
| New | +$212K | 0.09% | 113 |
|