U.S. Capital 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 | $3.16M | Buy |
37,155
+1,886
| +5% | +$161K | 0.09% | 218 |
|
|
2025
Q1 | $2.5M | Buy |
35,269
+18,182
| +106% | +$1.29M | 0.08% | 249 |
|
|
2024
Q4 | $1.2M | Buy |
17,087
+649
| +4% | +$45.7K | 0.04% | 401 |
|
|
2024
Q3 | $1.03M | Sell |
16,438
-2,447
| -13% | -$153K | 0.04% | 351 |
|
|
2024
Q2 | $1.2M | Sell |
18,885
-3,348
| -15% | -$212K | 0.05% | 322 |
|
|
2024
Q1 | $1.41M | Sell |
22,233
-4,964
| -18% | -$314K | 0.05% | 284 |
|
|
2023
Q4 | $1.4M | Sell |
27,197
-8,450
| -24% | -$435K | 0.06% | 281 |
|
|
2023
Q3 | $1.47M | Sell |
35,647
-4,766
| -12% | -$196K | 0.07% | 253 |
|
|
2023
Q2 | $1.86M | Sell |
40,413
-26,421
| -40% | -$1.22M | 0.09% | 221 |
|
|
2023
Q1 | $3.13M | Sell |
66,834
-58,264
| -47% | -$2.73M | 0.15% | 139 |
|
|
2022
Q4 | $5.66M | Sell |
125,098
-7,877
| -6% | -$356K | 0.26% | 83 |
|
|
2022
Q3 | $5.54M | Buy |
132,975
+50
| +0% | +$2.08K | 0.28% | 80 |
|
|
2022
Q2 | $6.11M | Sell |
132,925
-89,611
| -40% | -$4.12M | 0.27% | 79 |
|
|
2022
Q1 | $11.9M | Buy |
222,536
+36,159
| +19% | +$1.93M | 0.43% | 43 |
|
|
2021
Q4 | $11.3M | Sell |
186,377
-19,652
| -10% | -$1.19M | 0.45% | 49 |
|
|
2021
Q3 | $14.3M | Buy |
+206,029
| New | +$14.3M | 0.62% | 32 |
|