Sweet Financial Partners’s Citigroup C Stock Holding History

Sweet Financial Partners’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.1M	Buy	17,582 +2	+0%	+$124	0.24%	79
2024 Q2	$1.12M	Buy	17,580 +401	+2%	+$24.7K	0.25%	75
2024 Q1	$1.09M	Hold	17,179	–	–	0.25%	77
2023 Q4	$884K	Buy	17,179 +2,000	+13%	+$88.5K	0.21%	79
2023 Q3	$624K	Hold	15,179	–	–	0.17%	86
2023 Q2	$699K	Sell	15,179 -163	-1%	-$7.63K	0.18%	83
2023 Q1	$719K	Sell	15,342 -102	-0.7%	-$5K	0.2%	80
2022 Q4	$699K	Sell	15,444 -4	-0%	-$182	0.21%	72
2022 Q3	$644K	Sell	15,448 -295	-2%	-$14.6K	0.21%	72
2022 Q2	$724K	Buy	15,743 +615	+4%	+$30.8K	0.23%	67
2022 Q1	$808K	Buy	15,128 +2,816	+23%	+$174K	0.22%	58
2021 Q4	$744K	Buy	+12,312	New	+$819K	0.31%	47

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return