SW
SVB Wealth’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
+16,206
| New | +$1.38M | 0.07% | 198 |
|
|
2025
Q1 | – | Sell |
-22,181
| Closed | -$1.56M | – | 1528 |
|
|
2024
Q4 | $1.56M | Buy |
+22,181
| New | +$1.56M | 0.03% | 255 |
|
|
2024
Q3 | – | Sell |
-28,343
| Closed | -$1.8M | – | 101 |
|
|
2024
Q2 | $1.8M | Sell |
28,343
-7,476
| -21% | -$474K | 0.04% | 245 |
|
|
2024
Q1 | $2.27M | Buy |
35,819
+2,816
| +9% | +$178K | 0.05% | 233 |
|
|
2023
Q4 | $1.7M | Buy |
33,003
+3,512
| +12% | +$181K | 0.04% | 261 |
|
|
2023
Q3 | $1.21M | Sell |
29,491
-15,407
| -34% | -$634K | 0.03% | 291 |
|
|
2023
Q2 | $2.07M | Sell |
44,898
-5,128
| -10% | -$236K | 0.04% | 235 |
|
|
2023
Q1 | $2.35M | Buy |
50,026
+2,237
| +5% | +$105K | 0.03% | 238 |
|
|
2022
Q4 | $2.16M | Sell |
47,789
-38,737
| -45% | -$1.75M | 0.03% | 255 |
|
|
2022
Q3 | $3.61M | Buy |
86,526
+43,412
| +101% | +$1.81M | 0.05% | 191 |
|
|
2022
Q2 | $1.98M | Buy |
43,114
+6,980
| +19% | +$321K | 0.03% | 223 |
|
|
2022
Q1 | $1.93M | Buy |
36,134
+1,565
| +5% | +$83.5K | 0.03% | 232 |
|
|
2021
Q4 | $2.09M | Sell |
34,569
-7,221
| -17% | -$436K | 0.03% | 215 |
|
|
2021
Q3 | $2.93M | Buy |
41,790
+9,289
| +29% | +$652K | 0.04% | 214 |
|
|
2021
Q2 | $2.3M | Sell |
32,501
-980
| -3% | -$69.3K | 0.03% | 239 |
|
|
2021
Q1 | $2.44M | Buy |
33,481
+1,432
| +4% | +$104K | 0.03% | 218 |
|
|
2020
Q4 | $1.98M | Sell |
32,049
-4,107
| -11% | -$253K | 0.03% | 239 |
|
|
2020
Q3 | $1.56M | Buy |
36,156
+11,874
| +49% | +$512K | 0.03% | 242 |
|
|
2020
Q2 | $1.24M | Sell |
24,282
-2,423
| -9% | -$124K | 0.02% | 246 |
|
|
2020
Q1 | $1.13M | Sell |
26,705
-6,649
| -20% | -$280K | 0.03% | 228 |
|
|
2019
Q4 | $2.66M | Sell |
33,354
-2,199
| -6% | -$176K | 0.05% | 187 |
|
|
2019
Q3 | $2.46M | Sell |
35,553
-4,369
| -11% | -$302K | 0.05% | 182 |
|
|
2019
Q2 | $2.8M | Sell |
39,922
-14,843
| -27% | -$1.04M | 0.09% | 169 |
|
|
2019
Q1 | $3.41M | Sell |
54,765
-68,150
| -55% | -$4.24M | 0.13% | 116 |
|
|
2018
Q4 | $6.4M | Sell |
122,915
-109,887
| -47% | -$5.72M | 0.27% | 91 |
|
|
2018
Q3 | $16.7M | Buy |
232,802
+4,724
| +2% | +$339K | 0.59% | 56 |
|
|
2018
Q2 | $15.3M | Sell |
228,078
-3,002
| -1% | -$201K | 0.59% | 55 |
|
|
2018
Q1 | $15.6M | Buy |
231,080
+1,155
| +0.5% | +$78K | 0.6% | 54 |
|
|
2017
Q4 | $17.1M | Sell |
229,925
-22,211
| -9% | -$1.65M | 0.64% | 52 |
|
|
2017
Q3 | $18.3M | Buy |
252,136
+5,181
| +2% | +$377K | 0.71% | 48 |
|
|
2017
Q2 | $16.5M | Buy |
246,955
+20,037
| +9% | +$1.34M | 0.65% | 50 |
|
|
2017
Q1 | $13.6M | Buy |
226,918
+100,859
| +80% | +$6.03M | 0.54% | 62 |
|
|
2016
Q4 | $7.49M | Sell |
126,059
-9,282
| -7% | -$552K | 0.31% | 94 |
|
|
2016
Q3 | $6.39M | Sell |
135,341
-318,759
| -70% | -$15.1M | 0.26% | 97 |
|
|
2016
Q2 | $19.2M | Sell |
454,100
-15,222
| -3% | -$645K | 0.79% | 42 |
|
|
2016
Q1 | $19.6M | Buy |
469,322
+69,633
| +17% | +$2.91M | 0.8% | 38 |
|
|
2015
Q4 | $20.7M | Sell |
399,689
-8,566
| -2% | -$443K | 0.82% | 34 |
|
|
2015
Q3 | $20.3M | Sell |
408,255
-34,006
| -8% | -$1.69M | 0.79% | 32 |
|
|
2015
Q2 | $24.4M | Sell |
442,261
-3,399
| -0.8% | -$188K | 0.81% | 32 |
|
|
2015
Q1 | $23M | Buy |
445,660
+82,961
| +23% | +$4.27M | 0.74% | 37 |
|
|
2014
Q4 | $19.6M | Buy |
+362,699
| New | +$19.6M | 0.63% | 48 |
|