Total Clarity 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 | $400K | Sell |
4,705
-4,026
| -46% | -$343K | 0.11% | 185 |
|
|
2025
Q1 | $615K | Hold |
8,731
| – | – | 0.2% | 125 |
|
|
2024
Q4 | $615K | Sell |
8,731
-743
| -8% | -$52.3K | 0.2% | 126 |
|
|
2024
Q3 | $593K | Buy |
9,474
+4,301
| +83% | +$269K | 0.19% | 131 |
|
|
2024
Q2 | $328K | Sell |
5,173
-946
| -15% | -$60K | 0.11% | 179 |
|
|
2024
Q1 | $387K | Buy |
6,119
+276
| +5% | +$17.5K | 0.13% | 170 |
|
|
2023
Q4 | $301K | Sell |
5,843
-80
| -1% | -$4.12K | 0.12% | 176 |
|
|
2023
Q3 | $244K | Sell |
5,923
-721
| -11% | -$29.7K | 0.12% | 188 |
|
|
2023
Q2 | $306K | Buy |
+6,644
| New | +$306K | 0.15% | 149 |
|
|
2023
Q1 | – | Sell |
-8,451
| Closed | -$382K | – | 187 |
|
|
2022
Q4 | $382K | Sell |
8,451
-1,117
| -12% | -$50.5K | 0.19% | 132 |
|
|
2022
Q3 | $399K | Buy |
9,568
+1,505
| +19% | +$62.8K | 0.25% | 117 |
|
|
2022
Q2 | $371K | Buy |
8,063
+185
| +2% | +$8.51K | 0.19% | 127 |
|
|
2022
Q1 | $421K | Buy |
7,878
+5,110
| +185% | +$273K | 0.23% | 116 |
|
|
2021
Q4 | $167K | Sell |
2,768
-2
| -0.1% | -$121 | 0.08% | 237 |
|
|
2021
Q3 | $194K | Buy |
+2,770
| New | +$194K | 0.09% | 212 |
|
|
2021
Q2 | – | Sell |
-70
| Closed | -$5K | – | 259 |
|
|
2021
Q1 | $5K | Buy |
+70
| New | +$5K | ﹤0.01% | 678 |
|
|
2020
Q1 | – | Sell |
-70
| Closed | -$6K | – | 154 |
|
|
2019
Q4 | $6K | Buy |
+70
| New | +$6K | ﹤0.01% | 555 |
|