Wallace Advisory Group’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Sell |
6,451
-858
| -12% | -$60.9K | 0.33% | 88 |
|
|
2025
Q1 | $514K | Sell |
7,309
-112
| -2% | -$7.88K | 0.36% | 79 |
|
|
2024
Q4 | $465K | Buy |
7,421
+839
| +13% | +$52.5K | 0.32% | 89 |
|
|
2024
Q3 | $418K | Sell |
6,582
-217
| -3% | -$13.8K | 0.31% | 89 |
|
|
2024
Q2 | $431K | Buy |
6,799
+1,756
| +35% | +$111K | 0.31% | 87 |
|
|
2024
Q1 | $259K | Sell |
5,043
-967
| -16% | -$49.7K | 0.19% | 131 |
|
|
2023
Q4 | $247K | Buy |
6,010
+532
| +10% | +$21.9K | 0.19% | 128 |
|
|
2023
Q3 | $252K | Sell |
5,478
-165
| -3% | -$7.6K | 0.18% | 136 |
|
|
2023
Q2 | $265K | Hold |
5,643
| – | – | 0.2% | 129 |
|
|
2023
Q1 | $265K | Buy |
5,643
+1,214
| +27% | +$56.9K | 0.2% | 129 |
|
|
2022
Q4 | $200K | Buy |
+4,429
| New | +$200K | 0.16% | 148 |
|