Thrive Wealth Management’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$869K Buy
10,206
+1,046
+11% +$89K 0.14% 86
2025
Q1
$650K Sell
9,160
-237
-3% -$16.8K 0.12% 93
2024
Q4
$661K Sell
9,397
-325
-3% -$22.9K 0.12% 95
2024
Q3
$609K Sell
9,722
-22
-0.2% -$1.38K 0.11% 95
2024
Q2
$618K Buy
9,744
+360
+4% +$22.8K 0.12% 94
2024
Q1
$593K Sell
9,384
-1,053
-10% -$66.6K 0.12% 95
2023
Q4
$537K Buy
10,437
+2,214
+27% +$114K 0.12% 101
2023
Q3
$338K Sell
8,223
-2,407
-23% -$99K 0.09% 116
2023
Q2
$489K Sell
10,630
-476
-4% -$21.9K 0.13% 99
2023
Q1
$521K Buy
11,106
+3,506
+46% +$164K 0.13% 97
2022
Q4
$344K Buy
7,600
+1,866
+33% +$84.4K 0.1% 121
2022
Q3
$239K Buy
+5,734
New +$239K 0.08% 128