Tradition Wealth Management’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-999
Closed -$51K 491
2023
Q4
$51K Sell
999
-1,384
-58% -$70.7K 0.01% 621
2023
Q3
$98K Sell
2,383
-1,744
-42% -$71.7K 0.01% 442
2023
Q2
$190K Sell
4,127
-7,305
-64% -$336K 0.02% 321
2023
Q1
$536K Sell
11,432
-1,563
-12% -$73.3K 0.07% 165
2022
Q4
$588K Sell
12,995
-9,734
-43% -$440K 0.08% 145
2022
Q3
$947K Sell
22,729
-403
-2% -$16.8K 0.14% 114
2022
Q2
$1.06M Buy
23,132
+2,810
+14% +$129K 0.15% 106
2022
Q1
$1.09M Sell
20,322
-2,464
-11% -$132K 0.14% 121
2021
Q4
$1.38M Buy
22,786
+2,266
+11% +$137K 0.17% 114
2021
Q3
$1.44M Buy
20,520
+5,415
+36% +$380K 0.2% 105
2021
Q2
$1.07M Buy
15,105
+4,510
+43% +$319K 0.16% 118
2021
Q1
$771K Buy
10,595
+4,713
+80% +$343K 0.13% 121
2020
Q4
$363K Buy
+5,882
New +$363K 0.07% 178