Sweet Financial Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.1M | Buy |
17,582
+2
| +0% | +$125 | 0.24% | 79 |
|
|
2024
Q2 | $1.12M | Buy |
17,580
+401
| +2% | +$25.4K | 0.25% | 75 |
|
|
2024
Q1 | $1.09M | Hold |
17,179
| – | – | 0.25% | 77 |
|
|
2023
Q4 | $884K | Buy |
17,179
+2,000
| +13% | +$103K | 0.21% | 79 |
|
|
2023
Q3 | $624K | Hold |
15,179
| – | – | 0.17% | 86 |
|
|
2023
Q2 | $699K | Sell |
15,179
-163
| -1% | -$7.51K | 0.18% | 81 |
|
|
2023
Q1 | $719K | Sell |
15,342
-102
| -0.7% | -$4.78K | 0.2% | 80 |
|
|
2022
Q4 | $699K | Sell |
15,444
-4
| -0% | -$181 | 0.21% | 72 |
|
|
2022
Q3 | $644K | Sell |
15,448
-295
| -2% | -$12.3K | 0.21% | 72 |
|
|
2022
Q2 | $724K | Buy |
15,743
+615
| +4% | +$28.3K | 0.23% | 67 |
|
|
2022
Q1 | $808K | Buy |
15,128
+2,816
| +23% | +$150K | 0.22% | 58 |
|
|
2021
Q4 | $744K | Buy |
+12,312
| New | +$744K | 0.31% | 47 |
|