WealthBridge Investment Counsel’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.6M | Sell |
112,834
-950
| -0.8% | -$80.9K | 3.11% | 11 |
|
|
2025
Q1 | $8.08M | Buy |
113,784
+50
| +0% | +$3.55K | 2.94% | 13 |
|
|
2024
Q4 | $8.01M | Hold |
113,734
| – | – | 2.94% | 13 |
|
|
2024
Q3 | $7.12M | Buy |
113,734
+1,900
| +2% | +$119K | 2.53% | 18 |
|
|
2024
Q2 | $7.1M | Buy |
111,834
+900
| +0.8% | +$57.1K | 2.71% | 15 |
|
|
2024
Q1 | $7.02M | Buy |
110,934
+100
| +0.1% | +$6.32K | 2.6% | 19 |
|
|
2023
Q4 | $5.7M | Sell |
110,834
-5,500
| -5% | -$283K | 2.28% | 23 |
|
|
2023
Q3 | $4.79M | Buy |
116,334
+1,550
| +1% | +$63.8K | 2.09% | 27 |
|
|
2023
Q2 | $5.29M | Buy |
114,784
+1,100
| +1% | +$50.6K | 2.23% | 25 |
|
|
2023
Q1 | $5.33M | Buy |
113,684
+400
| +0.4% | +$18.8K | 2.36% | 22 |
|
|
2022
Q4 | $5.12M | Buy |
113,284
+17,625
| +18% | +$797K | 2.24% | 23 |
|
|
2022
Q3 | $3.99M | Buy |
95,659
+16,400
| +21% | +$683K | 2.1% | 27 |
|
|
2022
Q2 | $3.65M | Buy |
79,259
+1,850
| +2% | +$85.1K | 1.85% | 29 |
|
|
2022
Q1 | $4.13M | Buy |
77,409
+2,425
| +3% | +$130K | 1.82% | 30 |
|
|
2021
Q4 | $4.53M | Buy |
74,984
+267
| +0.4% | +$16.1K | 1.92% | 25 |
|
|
2021
Q3 | $5.24M | Hold |
74,717
| – | – | 2.36% | 22 |
|
|
2021
Q2 | $5.29M | Buy |
74,717
+1,075
| +1% | +$76.1K | 2.34% | 21 |
|
|
2021
Q1 | $5.36M | Buy |
73,642
+400
| +0.5% | +$29.1K | 2.62% | 19 |
|
|
2020
Q4 | $4.52M | Sell |
73,242
-150
| -0.2% | -$9.25K | 2.36% | 21 |
|
|
2020
Q3 | $3.16M | Sell |
73,392
-150
| -0.2% | -$6.47K | 1.93% | 25 |
|
|
2020
Q2 | $3.76M | Sell |
73,542
-950
| -1% | -$48.5K | 2.49% | 19 |
|
|
2020
Q1 | $3.14M | Sell |
74,492
-1,983
| -3% | -$83.5K | 2.66% | 18 |
|
|
2019
Q4 | $6.11M | Buy |
+76,475
| New | +$6.11M | 3.46% | 11 |
|