TRUE Private Wealth Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
2,964
+6
| +0.2% | +$511 | 0.03% | 220 |
|
|
2025
Q1 | $210K | Buy |
2,958
+7
| +0.2% | +$497 | 0.03% | 226 |
|
|
2024
Q4 | $208K | Sell |
2,951
-492
| -14% | -$34.6K | 0.03% | 216 |
|
|
2024
Q3 | $216K | Sell |
3,443
-109
| -3% | -$6.82K | 0.03% | 200 |
|
|
2024
Q2 | $225K | Buy |
3,552
+247
| +7% | +$15.7K | 0.03% | 251 |
|
|
2024
Q1 | $209K | Sell |
3,305
-840
| -20% | -$53.1K | 0.02% | 270 |
|
|
2023
Q4 | $213K | Buy |
+4,145
| New | +$213K | 0.03% | 269 |
|
|
2022
Q3 | – | Sell |
-4,875
| Closed | -$224K | – | 224 |
|
|
2022
Q2 | $224K | Sell |
4,875
-2,314
| -32% | -$106K | 0.03% | 204 |
|
|
2022
Q1 | $375K | Sell |
7,189
-2,644
| -27% | -$138K | 0.05% | 152 |
|
|
2021
Q4 | $593K | Buy |
9,833
+583
| +6% | +$35.2K | 0.08% | 137 |
|
|
2021
Q3 | $649K | Sell |
9,250
-492
| -5% | -$34.5K | 0.09% | 125 |
|
|
2021
Q2 | $689K | Sell |
9,742
-799
| -8% | -$56.5K | 0.1% | 118 |
|
|
2021
Q1 | $767K | Buy |
10,541
+845
| +9% | +$61.5K | 0.12% | 104 |
|
|
2020
Q4 | $597K | Buy |
9,696
+8,024
| +480% | +$494K | 0.1% | 111 |
|
|
2020
Q3 | $72K | Buy |
1,672
+4
| +0.2% | +$172 | 0.01% | 287 |
|
|
2020
Q2 | $85K | Sell |
1,668
-6,893
| -81% | -$351K | 0.02% | 255 |
|
|
2020
Q1 | $360K | Sell |
8,561
-1,190
| -12% | -$50K | 0.08% | 118 |
|
|
2019
Q4 | $779K | Buy |
9,751
+1,315
| +16% | +$105K | 0.12% | 100 |
|
|
2019
Q3 | $582K | Buy |
8,436
+1,498
| +22% | +$103K | 0.1% | 114 |
|
|
2019
Q2 | $485K | Buy |
6,938
+2,903
| +72% | +$203K | 0.08% | 124 |
|
|
2019
Q1 | $251K | Sell |
4,035
-2,059
| -34% | -$128K | 0.05% | 177 |
|
|
2018
Q4 | $317K | Sell |
6,094
-16
| -0.3% | -$832 | 0.06% | 180 |
|
|
2018
Q3 | $438K | Buy |
6,110
+107
| +2% | +$7.68K | 0.06% | 179 |
|
|
2018
Q2 | $401K | Sell |
6,003
-1,493
| -20% | -$99.7K | 0.06% | 184 |
|
|
2018
Q1 | $505K | Sell |
7,496
-464
| -6% | -$31.3K | 0.09% | 133 |
|
|
2017
Q4 | $592K | Buy |
7,960
+278
| +4% | +$20.7K | 0.1% | 111 |
|
|
2017
Q3 | $558K | Sell |
7,682
-21
| -0.3% | -$1.53K | 0.13% | 78 |
|
|
2017
Q2 | $515K | Buy |
7,703
+923
| +14% | +$61.7K | 0.12% | 84 |
|
|
2017
Q1 | $402K | Sell |
6,780
-721
| -10% | -$42.8K | 0.09% | 89 |
|
|
2016
Q4 | $420K | Buy |
7,501
+1,446
| +24% | +$81K | 0.1% | 88 |
|
|
2016
Q3 | $293K | Sell |
6,055
-627
| -9% | -$30.3K | 0.09% | 99 |
|
|
2016
Q2 | $283K | Sell |
6,682
-161
| -2% | -$6.82K | 0.09% | 99 |
|
|
2016
Q1 | $286K | Buy |
+6,843
| New | +$286K | 0.11% | 92 |
|