Tempus Wealth Planning’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,093
| Closed | -$234K | – | 170 |
|
|
2023
Q2 | $234K | Sell |
5,093
-8,008
| -61% | -$369K | 0.11% | 166 |
|
|
2023
Q1 | $614K | Buy |
13,101
+267
| +2% | +$12.5K | 0.3% | 82 |
|
|
2022
Q4 | $580K | Sell |
12,834
-240
| -2% | -$10.9K | 0.35% | 86 |
|
|
2022
Q3 | $545K | Buy |
13,074
+1,211
| +10% | +$50.5K | 0.36% | 76 |
|
|
2022
Q2 | $546K | Sell |
11,863
-657
| -5% | -$30.2K | 0.45% | 64 |
|
|
2022
Q1 | $669K | Buy |
12,520
+762
| +6% | +$40.7K | 0.48% | 55 |
|
|
2021
Q4 | $710K | Buy |
11,758
+52
| +0.4% | +$3.14K | 0.38% | 71 |
|
|
2021
Q3 | $822K | Buy |
11,706
+508
| +5% | +$35.7K | 0.47% | 63 |
|
|
2021
Q2 | $792K | Buy |
11,198
+859
| +8% | +$60.8K | 0.53% | 57 |
|
|
2021
Q1 | $752K | Sell |
10,339
-134
| -1% | -$9.75K | 0.8% | 33 |
|
|
2020
Q4 | $646K | Sell |
10,473
-129
| -1% | -$7.96K | 0.83% | 25 |
|
|
2020
Q3 | $457K | Sell |
10,602
-1,176
| -10% | -$50.7K | 0.66% | 27 |
|
|
2020
Q2 | $602K | Buy |
11,778
+53
| +0.5% | +$2.71K | 0.9% | 23 |
|
|
2020
Q1 | $494K | Buy |
11,725
+7,032
| +150% | +$296K | 0.81% | 24 |
|
|
2019
Q4 | $375K | Buy |
+4,693
| New | +$375K | 0.33% | 45 |
|