TPWM
Twelve Points Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $993K | Sell |
11,663
-312
| -3% | -$26.6K | 0.27% | 95 |
|
|
2025
Q1 | $850K | Sell |
11,975
-48
| -0.4% | -$3.41K | 0.23% | 102 |
|
|
2024
Q4 | $846K | Buy |
12,023
+1,336
| +13% | +$94K | 0.24% | 94 |
|
|
2024
Q3 | $669K | Buy |
10,687
+817
| +8% | +$51.1K | 0.21% | 103 |
|
|
2024
Q2 | $626K | Buy |
9,870
+844
| +9% | +$53.6K | 0.22% | 100 |
|
|
2024
Q1 | $571K | Sell |
9,026
-674
| -7% | -$42.6K | 0.21% | 104 |
|
|
2023
Q4 | $499K | Buy |
9,700
+297
| +3% | +$15.3K | 0.24% | 113 |
|
|
2023
Q3 | $387K | Buy |
9,403
+834
| +10% | +$34.3K | 0.19% | 130 |
|
|
2023
Q2 | $395K | Buy |
8,569
+1,038
| +14% | +$47.8K | 0.21% | 127 |
|
|
2023
Q1 | $353K | Buy |
7,531
+1,197
| +19% | +$56.1K | 0.2% | 133 |
|
|
2022
Q4 | $286K | Sell |
6,334
-8,351
| -57% | -$378K | 0.19% | 138 |
|
|
2022
Q3 | $612K | Buy |
14,685
+549
| +4% | +$22.9K | 0.48% | 69 |
|
|
2022
Q2 | $650K | Buy |
14,136
+1,290
| +10% | +$59.3K | 0.5% | 72 |
|
|
2022
Q1 | $686K | Buy |
12,846
+683
| +6% | +$36.5K | 0.51% | 72 |
|
|
2021
Q4 | $735K | Buy |
+12,163
| New | +$735K | 0.6% | 53 |
|