Valley Wealth Managers’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-137
| Closed | -$9.73K | – | 315 |
|
|
2025
Q1 | $9.73K | Sell |
137
-40
| -23% | -$2.84K | ﹤0.01% | 274 |
|
|
2024
Q4 | $12.5K | Hold |
177
| – | – | ﹤0.01% | 278 |
|
|
2024
Q3 | $11.1K | Buy |
177
+137
| +343% | +$8.58K | ﹤0.01% | 287 |
|
|
2024
Q2 | $2.54K | Buy |
+40
| New | +$2.54K | ﹤0.01% | 331 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | -$35 | – | 351 |
|
|
2023
Q3 | $35 | Hold |
1
| – | – | ﹤0.01% | 361 |
|
|
2023
Q2 | $38 | Hold |
1
| – | – | ﹤0.01% | 333 |
|
|
2023
Q1 | $38 | Buy |
+1
| New | +$38 | ﹤0.01% | 352 |
|
|
2022
Q3 | – | Sell |
-68
| Closed | -$3K | – | 441 |
|
|
2022
Q2 | $3K | Buy |
+68
| New | +$3K | ﹤0.01% | 366 |
|