Wealthcare Advisory Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
18,715
+1,162
| +7% | +$98.9K | 0.04% | 375 |
|
|
2025
Q1 | $1.25M | Sell |
17,553
-2,020
| -10% | -$143K | 0.03% | 396 |
|
|
2024
Q4 | $1.38M | Sell |
19,573
-112
| -0.6% | -$7.88K | 0.04% | 348 |
|
|
2024
Q3 | $1.23M | Sell |
19,685
-716
| -4% | -$44.8K | 0.04% | 368 |
|
|
2024
Q2 | $1.29M | Buy |
20,401
+254
| +1% | +$16.1K | 0.04% | 321 |
|
|
2024
Q1 | $1.27M | Buy |
20,147
+1,449
| +8% | +$91.6K | 0.04% | 313 |
|
|
2023
Q4 | $962K | Sell |
18,698
-771
| -4% | -$39.7K | 0.04% | 320 |
|
|
2023
Q3 | $801K | Sell |
19,469
-1,145
| -6% | -$47.1K | 0.04% | 317 |
|
|
2023
Q2 | $949K | Sell |
20,614
-138
| -0.7% | -$6.35K | 0.04% | 298 |
|
|
2023
Q1 | $973K | Sell |
20,752
-128
| -0.6% | -$6K | 0.04% | 297 |
|
|
2022
Q4 | $944K | Sell |
20,880
-1,731
| -8% | -$78.3K | 0.05% | 287 |
|
|
2022
Q3 | $942K | Buy |
22,611
+3,949
| +21% | +$165K | 0.05% | 247 |
|
|
2022
Q2 | $858K | Sell |
18,662
-538
| -3% | -$24.7K | 0.05% | 230 |
|
|
2022
Q1 | $1.03M | Buy |
19,200
+1,247
| +7% | +$66.6K | 0.06% | 190 |
|
|
2021
Q4 | $1.08M | Sell |
17,953
-1,001
| -5% | -$60.4K | 0.06% | 185 |
|
|
2021
Q3 | $1.33M | Buy |
18,954
+1,399
| +8% | +$98.2K | 0.09% | 148 |
|
|
2021
Q2 | $1.24M | Buy |
17,555
+280
| +2% | +$19.8K | 0.08% | 160 |
|
|
2021
Q1 | $1.26M | Buy |
+17,275
| New | +$1.26M | 0.09% | 141 |
|
|
2020
Q2 | – | Sell |
-2,651
| Closed | -$112K | – | 455 |
|
|
2020
Q1 | $112K | Sell |
2,651
-453
| -15% | -$19.1K | 0.02% | 353 |
|
|
2019
Q4 | $248K | Sell |
3,104
-287
| -8% | -$22.9K | 0.03% | 265 |
|
|
2019
Q3 | $234K | Buy |
3,391
+613
| +22% | +$42.3K | 0.03% | 246 |
|
|
2019
Q2 | $195K | Buy |
2,778
+1,484
| +115% | +$104K | 0.03% | 273 |
|
|
2019
Q1 | $81K | Sell |
1,294
-301
| -19% | -$18.8K | 0.01% | 375 |
|
|
2018
Q4 | $83K | Sell |
1,595
-150
| -9% | -$7.81K | 0.02% | 336 |
|
|
2018
Q3 | $125K | Sell |
1,745
-307
| -15% | -$22K | 0.02% | 295 |
|
|
2018
Q2 | $137K | Buy |
2,052
+1,021
| +99% | +$68.2K | 0.03% | 276 |
|
|
2018
Q1 | $70K | Buy |
1,031
+117
| +13% | +$7.94K | 0.02% | 341 |
|
|
2017
Q4 | $68K | Sell |
914
-131
| -13% | -$9.75K | 0.02% | 322 |
|
|
2017
Q3 | $76K | Buy |
1,045
+1,044
| +104,400% | +$75.9K | 0.02% | 252 |
|
|
2017
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 108 |
|
|
2017
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 108 |
|
|
2016
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 104 |
|
|
2016
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 84 |
|
|
2016
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 109 |
|