TD Private Client Wealth’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Buy |
42,313
+1,570
| +4% | +$134K | 0.09% | 164 |
|
|
2025
Q1 | $2.89M | Buy |
40,743
+1,868
| +5% | +$133K | 0.08% | 180 |
|
|
2024
Q4 | $2.74M | Sell |
38,875
-537
| -1% | -$37.8K | 0.08% | 179 |
|
|
2024
Q3 | $2.47M | Buy |
39,412
+1,307
| +3% | +$81.8K | 0.07% | 212 |
|
|
2024
Q2 | $2.42M | Sell |
38,105
-7,022
| -16% | -$446K | 0.08% | 199 |
|
|
2024
Q1 | $2.85M | Buy |
45,127
+2,398
| +6% | +$152K | 0.09% | 167 |
|
|
2023
Q4 | $2.2M | Buy |
42,729
+2,881
| +7% | +$148K | 0.08% | 199 |
|
|
2023
Q3 | $1.64M | Sell |
39,848
-132
| -0.3% | -$5.43K | 0.07% | 239 |
|
|
2023
Q2 | $1.84M | Buy |
39,980
+1,939
| +5% | +$89.3K | 0.08% | 236 |
|
|
2023
Q1 | $1.78M | Sell |
38,041
-14,746
| -28% | -$691K | 0.08% | 239 |
|
|
2022
Q4 | $2.39M | Sell |
52,787
-13,498
| -20% | -$611K | 0.11% | 187 |
|
|
2022
Q3 | $2.77M | Buy |
66,285
+424
| +0.6% | +$17.7K | 0.14% | 151 |
|
|
2022
Q2 | $3.03M | Buy |
65,861
+7,743
| +13% | +$356K | 0.15% | 148 |
|
|
2022
Q1 | $3.1M | Buy |
58,118
+12,727
| +28% | +$680K | 0.13% | 172 |
|
|
2021
Q4 | $2.74M | Sell |
45,391
-3,470
| -7% | -$210K | 0.11% | 181 |
|
|
2021
Q3 | $3.43M | Sell |
48,861
-1,289
| -3% | -$90.5K | 0.15% | 153 |
|
|
2021
Q2 | $3.55M | Buy |
50,150
+1,076
| +2% | +$76.1K | 0.15% | 152 |
|
|
2021
Q1 | $3.57M | Sell |
49,074
-1,674
| -3% | -$122K | 0.17% | 147 |
|
|
2020
Q4 | $3.13M | Buy |
50,748
+1,911
| +4% | +$118K | 0.16% | 141 |
|
|
2020
Q3 | $2.11M | Sell |
48,837
-8,429
| -15% | -$363K | 0.12% | 181 |
|
|
2020
Q2 | $2.93M | Buy |
57,266
+15,595
| +37% | +$797K | 0.17% | 134 |
|
|
2020
Q1 | $1.76M | Sell |
41,671
-8,504
| -17% | -$358K | 0.13% | 161 |
|
|
2019
Q4 | $4.01M | Buy |
+50,175
| New | +$4.01M | 0.24% | 104 |
|