Texas Capital Bank Wealth Management Services’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
14,597
+1,231
| +9% | +$105K | 0.12% | 79 |
|
|
2025
Q1 | $949K | Buy |
13,366
+85
| +0.6% | +$6.03K | 0.1% | 86 |
|
|
2024
Q4 | $935K | Buy |
+13,281
| New | +$935K | 0.1% | 72 |
|
|
2024
Q1 | – | Sell |
-6,372
| Closed | -$328K | – | 203 |
|
|
2023
Q4 | $328K | Sell |
6,372
-9,992
| -61% | -$514K | 0.04% | 139 |
|
|
2023
Q3 | $673K | Buy |
16,364
+113
| +0.7% | +$4.65K | 0.09% | 102 |
|
|
2023
Q2 | $748K | Buy |
16,251
+824
| +5% | +$37.9K | 0.08% | 105 |
|
|
2023
Q1 | $723K | Sell |
15,427
-10,000
| -39% | -$469K | 0.08% | 102 |
|
|
2022
Q4 | $1.15M | Hold |
25,427
| – | – | 0.14% | 71 |
|
|
2022
Q3 | $1.06M | Buy |
+25,427
| New | +$1.06M | 0.14% | 74 |
|
|
2020
Q4 | – | Sell |
-17,330
| Closed | -$747K | – | 136 |
|
|
2020
Q3 | $747K | Buy |
+17,330
| New | +$747K | 0.12% | 87 |
|