Wealth Effects’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
16,459
+2,859
| +21% | +$243K | 0.52% | 38 |
|
|
2025
Q1 | $965K | Buy |
13,600
+4,650
| +52% | +$330K | 0.41% | 55 |
|
|
2024
Q4 | $630K | Buy |
8,950
+100
| +1% | +$7.04K | 0.22% | 86 |
|
|
2024
Q3 | $554K | Sell |
8,850
-650
| -7% | -$40.7K | 0.19% | 99 |
|
|
2024
Q2 | $603K | Buy |
9,500
+1,300
| +16% | +$82.5K | 0.22% | 86 |
|
|
2024
Q1 | $519K | Buy |
8,200
+2,600
| +46% | +$164K | 0.19% | 105 |
|
|
2023
Q4 | $288K | Hold |
5,600
| – | – | 0.11% | 158 |
|
|
2023
Q3 | $230K | Buy |
5,600
+985
| +21% | +$40.5K | 0.11% | 149 |
|
|
2023
Q2 | $212K | Buy |
+4,615
| New | +$212K | 0.09% | 165 |
|
|
2022
Q2 | – | Sell |
-8,375
| Closed | -$447K | – | 192 |
|
|
2022
Q1 | $447K | Sell |
8,375
-2,873
| -26% | -$153K | 0.21% | 98 |
|
|
2021
Q4 | $679K | Buy |
+11,248
| New | +$679K | 0.28% | 75 |
|