TSWM
Triangle Securities Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
12,430
+171
| +1% | +$14.6K | 0.26% | 102 |
|
|
2025
Q1 | $870K | Sell |
12,259
-605
| -5% | -$42.9K | 0.22% | 114 |
|
|
2024
Q4 | $905K | Sell |
12,864
-399
| -3% | -$28.1K | 0.23% | 108 |
|
|
2024
Q3 | $830K | Sell |
13,263
-113
| -0.8% | -$7.07K | 0.21% | 120 |
|
|
2024
Q2 | $849K | Sell |
13,376
-30
| -0.2% | -$1.9K | 0.24% | 115 |
|
|
2024
Q1 | $848K | Sell |
13,406
-56
| -0.4% | -$3.54K | 0.24% | 113 |
|
|
2023
Q4 | $692K | Sell |
13,462
-848
| -6% | -$43.6K | 0.22% | 119 |
|
|
2023
Q3 | $589K | Sell |
14,310
-2,880
| -17% | -$118K | 0.21% | 120 |
|
|
2023
Q2 | $791K | Sell |
17,190
-215
| -1% | -$9.9K | 0.27% | 106 |
|
|
2023
Q1 | $816K | Sell |
17,405
-40
| -0.2% | -$1.88K | 0.29% | 104 |
|
|
2022
Q4 | $789K | Sell |
17,445
-2,971
| -15% | -$134K | 0.29% | 103 |
|
|
2022
Q3 | $851K | Sell |
20,416
-7,093
| -26% | -$296K | 0.35% | 83 |
|
|
2022
Q2 | $1.27M | Sell |
27,509
-3,203
| -10% | -$147K | 0.49% | 66 |
|
|
2022
Q1 | $1.64M | Sell |
30,712
-1,376
| -4% | -$73.5K | 0.55% | 62 |
|
|
2021
Q4 | $1.94M | Buy |
32,088
+704
| +2% | +$42.5K | 0.61% | 53 |
|
|
2021
Q3 | $2.2M | Buy |
31,384
+445
| +1% | +$31.2K | 0.75% | 37 |
|
|
2021
Q2 | $2.19M | Buy |
30,939
+96
| +0.3% | +$6.79K | 0.74% | 38 |
|
|
2021
Q1 | $2.24M | Sell |
30,843
-152
| -0.5% | -$11.1K | 0.81% | 36 |
|
|
2020
Q4 | $1.91M | Buy |
30,995
+292
| +1% | +$18K | 0.76% | 41 |
|
|
2020
Q3 | $1.32M | Sell |
30,703
-1,390
| -4% | -$59.9K | 0.6% | 56 |
|
|
2020
Q2 | $1.64M | Buy |
32,093
+98
| +0.3% | +$5.01K | 0.78% | 42 |
|
|
2020
Q1 | $1.35M | Buy |
31,995
+1,588
| +5% | +$66.9K | 0.78% | 45 |
|
|
2019
Q4 | $2.43M | Buy |
30,407
+65
| +0.2% | +$5.19K | 1.05% | 29 |
|
|
2019
Q3 | $2.1M | Buy |
30,342
+805
| +3% | +$55.6K | 1.02% | 29 |
|
|
2019
Q2 | $2.1M | Buy |
29,537
+2,056
| +7% | +$146K | 1.07% | 27 |
|
|
2019
Q1 | $1.71M | Buy |
27,481
+865
| +3% | +$53.8K | 0.9% | 37 |
|
|
2018
Q4 | $1.39M | Buy |
26,616
+1,835
| +7% | +$95.6K | 0.82% | 43 |
|
|
2018
Q3 | $1.78M | Buy |
24,781
+1,372
| +6% | +$98.4K | 0.94% | 35 |
|
|
2018
Q2 | $1.57M | Buy |
23,409
+1,662
| +8% | +$111K | 0.88% | 39 |
|
|
2018
Q1 | $1.47M | Buy |
21,747
+634
| +3% | +$42.8K | 0.84% | 43 |
|
|
2017
Q4 | $1.57M | Sell |
21,113
-303
| -1% | -$22.5K | 0.9% | 38 |
|
|
2017
Q3 | $1.56M | Buy |
21,416
+1,154
| +6% | +$84K | 0.93% | 37 |
|
|
2017
Q2 | $1.36M | Buy |
20,262
+2,810
| +16% | +$188K | 0.9% | 39 |
|
|
2017
Q1 | $1.04M | Buy |
17,452
+610
| +4% | +$36.5K | 0.67% | 50 |
|
|
2016
Q4 | $1M | Sell |
16,842
-110
| -0.6% | -$6.54K | 0.67% | 51 |
|
|
2016
Q3 | $801K | Buy |
16,952
+545
| +3% | +$25.8K | 0.55% | 58 |
|
|
2016
Q2 | $695K | Sell |
16,407
-1,240
| -7% | -$52.5K | 0.52% | 62 |
|
|
2016
Q1 | $737K | Sell |
17,647
-845
| -5% | -$35.3K | 0.48% | 66 |
|
|
2015
Q4 | $957K | Buy |
18,492
+1,455
| +9% | +$75.3K | 0.64% | 46 |
|
|
2015
Q3 | $845K | Buy |
17,037
+1,660
| +11% | +$82.3K | 0.64% | 50 |
|
|
2015
Q2 | $849K | Hold |
15,377
| – | – | 0.6% | 60 |
|
|
2015
Q1 | $792K | Buy |
15,377
+2,155
| +16% | +$111K | 0.55% | 62 |
|
|
2014
Q4 | $715K | Buy |
13,222
+1,699
| +15% | +$91.9K | 0.51% | 63 |
|
|
2014
Q3 | $597K | Hold |
11,523
| – | – | 0.46% | 73 |
|
|
2014
Q2 | $543K | Buy |
11,523
+4,163
| +57% | +$196K | 0.42% | 75 |
|
|
2014
Q1 | $326K | Sell |
7,360
-1,878
| -20% | -$83.2K | 0.29% | 91 |
|
|
2013
Q4 | $481K | Buy |
9,238
+1,743
| +23% | +$90.8K | 0.39% | 79 |
|
|
2013
Q3 | $364K | Buy |
7,495
+135
| +2% | +$6.56K | 0.32% | 88 |
|
|
2013
Q2 | $353K | Buy |
+7,360
| New | +$353K | 0.26% | 93 |
|