WealthShield 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 | $4.38M | Buy |
51,488
+4,388
| +9% | +$374K | 0.53% | 51 |
|
|
2025
Q1 | $3.34M | Buy |
47,100
+5,819
| +14% | +$413K | 0.43% | 63 |
|
|
2024
Q4 | $2.91M | Buy |
41,281
+1,362
| +3% | +$95.9K | 0.41% | 72 |
|
|
2024
Q3 | $2.5M | Buy |
39,919
+10,802
| +37% | +$676K | 0.34% | 88 |
|
|
2024
Q2 | $1.85M | Buy |
+29,117
| New | +$1.85M | 0.28% | 97 |
|
|
2022
Q1 | – | Sell |
-4,824
| Closed | -$291K | – | 340 |
|
|
2021
Q4 | $291K | Buy |
+4,824
| New | +$291K | 0.05% | 237 |
|
|
2021
Q3 | – | Sell |
-851
| Closed | -$60K | – | 306 |
|
|
2021
Q2 | $60K | Buy |
851
+494
| +138% | +$34.8K | 0.01% | 438 |
|
|
2021
Q1 | $26K | Buy |
+357
| New | +$26K | ﹤0.01% | 605 |
|