WFPG
Waller Financial Planning Group’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
+2,420
| New | +$206K | 0.05% | 70 |
|
|
2024
Q3 | – | Sell |
-3,424
| Closed | -$217K | – | 69 |
|
|
2024
Q2 | $217K | Hold |
3,424
| – | – | 0.06% | 65 |
|
|
2024
Q1 | $217K | Sell |
3,424
-590
| -15% | -$37.3K | 0.06% | 59 |
|
|
2023
Q4 | $206K | Buy |
+4,014
| New | +$206K | 0.05% | 59 |
|
|
2023
Q3 | – | Sell |
-4,415
| Closed | -$203K | – | 56 |
|
|
2023
Q2 | $203K | Buy |
+4,415
| New | +$203K | 0.06% | 56 |
|
|
2023
Q1 | – | Sell |
-5,191
| Closed | -$235K | – | 58 |
|
|
2022
Q4 | $235K | Buy |
5,191
+28
| +0.5% | +$1.27K | 0.07% | 48 |
|
|
2022
Q3 | $215K | Buy |
5,163
+150
| +3% | +$6.25K | 0.07% | 50 |
|
|
2022
Q2 | $231K | Buy |
5,013
+751
| +18% | +$34.6K | 0.07% | 46 |
|
|
2022
Q1 | $228K | Sell |
4,262
-280
| -6% | -$15K | 0.06% | 48 |
|
|
2021
Q4 | $274K | Buy |
4,542
+602
| +15% | +$36.3K | 0.07% | 43 |
|
|
2021
Q3 | $277K | Buy |
+3,940
| New | +$277K | 0.07% | 44 |
|