Venturi Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
15,403
+2,655
| +21% | +$226K | 0.06% | 166 |
|
|
2025
Q1 | $905K | Buy |
12,748
+928
| +8% | +$65.9K | 0.05% | 220 |
|
|
2024
Q4 | $832K | Buy |
11,820
+9,772
| +477% | +$688K | 0.04% | 233 |
|
|
2024
Q3 | $128K | Buy |
2,048
+175
| +9% | +$11K | 0.01% | 508 |
|
|
2024
Q2 | $119K | Buy |
1,873
+852
| +83% | +$54.1K | 0.01% | 478 |
|
|
2024
Q1 | $64.5K | Buy |
1,021
+225
| +28% | +$14.2K | ﹤0.01% | 471 |
|
|
2023
Q4 | $40.9K | Buy |
796
+274
| +52% | +$14.1K | ﹤0.01% | 520 |
|
|
2023
Q3 | $21.5K | Buy |
522
+285
| +120% | +$11.7K | ﹤0.01% | 605 |
|
|
2023
Q2 | $10.9K | Buy |
237
+52
| +28% | +$2.39K | ﹤0.01% | 643 |
|
|
2023
Q1 | $8.66K | Buy |
+185
| New | +$8.66K | ﹤0.01% | 738 |
|