Wealth Alliance’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809K | Sell |
9,508
-38
| -0.4% | -$3.24K | 0.09% | 204 |
|
|
2025
Q1 | $678K | Buy |
9,546
+3,427
| +56% | +$243K | 0.08% | 218 |
|
|
2024
Q4 | $431K | Sell |
6,119
-8
| -0.1% | -$563 | 0.05% | 286 |
|
|
2024
Q3 | $384K | Buy |
6,127
+28
| +0.5% | +$1.75K | 0.05% | 339 |
|
|
2024
Q2 | $387K | Buy |
6,099
+56
| +0.9% | +$3.55K | 0.05% | 312 |
|
|
2024
Q1 | $382K | Sell |
6,043
-233
| -4% | -$14.7K | 0.05% | 332 |
|
|
2023
Q4 | $323K | Sell |
6,276
-3,395
| -35% | -$175K | 0.05% | 363 |
|
|
2023
Q3 | $398K | Buy |
9,671
+1,335
| +16% | +$54.9K | 0.06% | 279 |
|
|
2023
Q2 | $384K | Sell |
8,336
-1,749
| -17% | -$80.5K | 0.06% | 313 |
|
|
2023
Q1 | $473K | Buy |
10,085
+2,761
| +38% | +$129K | 0.08% | 250 |
|
|
2022
Q4 | $331K | Sell |
7,324
-5,725
| -44% | -$259K | 0.06% | 316 |
|
|
2022
Q3 | $544K | Buy |
13,049
+135
| +1% | +$5.63K | 0.11% | 200 |
|
|
2022
Q2 | $594K | Buy |
12,914
+3,241
| +34% | +$149K | 0.11% | 189 |
|
|
2022
Q1 | $517K | Buy |
9,673
+966
| +11% | +$51.6K | 0.11% | 209 |
|
|
2021
Q4 | $526K | Sell |
8,707
-585
| -6% | -$35.3K | 0.11% | 212 |
|
|
2021
Q3 | $652K | Buy |
9,292
+54
| +0.6% | +$3.79K | 0.15% | 159 |
|
|
2021
Q2 | $654K | Buy |
9,238
+1,806
| +24% | +$128K | 0.15% | 152 |
|
|
2021
Q1 | $541K | Sell |
7,432
-1,583
| -18% | -$115K | 0.15% | 162 |
|
|
2020
Q4 | $556K | Buy |
9,015
+1,220
| +16% | +$75.2K | 0.16% | 155 |
|
|
2020
Q3 | $336K | Sell |
7,795
-857
| -10% | -$36.9K | 0.12% | 209 |
|
|
2020
Q2 | $442K | Buy |
8,652
+1,872
| +28% | +$95.6K | 0.17% | 150 |
|
|
2020
Q1 | $286K | Buy |
+6,780
| New | +$286K | 0.15% | 166 |
|