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 |
|