Wealthspire Advisors (New York)’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
13,421
-1,086
| -7% | -$92.4K | 0.01% | 363 |
|
|
2025
Q1 | $1.03M | Buy |
14,507
+5,960
| +70% | +$423K | 0.01% | 374 |
|
|
2024
Q4 | $602K | Sell |
8,547
-24
| -0.3% | -$1.69K | 0.01% | 467 |
|
|
2024
Q3 | $537K | Buy |
8,571
+4,594
| +116% | +$288K | 0.01% | 483 |
|
|
2024
Q2 | $252K | Buy |
3,977
+457
| +13% | +$29K | ﹤0.01% | 576 |
|
|
2024
Q1 | $223K | Sell |
3,520
-873
| -20% | -$55.2K | ﹤0.01% | 575 |
|
|
2023
Q4 | $226K | Buy |
+4,393
| New | +$226K | ﹤0.01% | 585 |
|
|
2023
Q3 | – | Sell |
-20,205
| Closed | -$930K | – | 596 |
|
|
2023
Q2 | $930K | Sell |
20,205
-4,933
| -20% | -$227K | 0.02% | 258 |
|
|
2023
Q1 | $1.18M | Sell |
25,138
-4,507
| -15% | -$211K | 0.02% | 223 |
|
|
2022
Q4 | $1.34M | Buy |
29,645
+12,916
| +77% | +$584K | 0.02% | 210 |
|
|
2022
Q3 | $697K | Sell |
16,729
-1,446
| -8% | -$60.2K | 0.01% | 286 |
|
|
2022
Q2 | $836K | Buy |
18,175
+10,557
| +139% | +$486K | 0.02% | 233 |
|
|
2022
Q1 | $407K | Sell |
7,618
-1,933
| -20% | -$103K | 0.01% | 303 |
|
|
2021
Q4 | $577K | Sell |
9,551
-5,388
| -36% | -$326K | 0.01% | 301 |
|
|
2021
Q3 | $1.05M | Buy |
14,939
+6,652
| +80% | +$467K | 0.02% | 241 |
|
|
2021
Q2 | $586K | Sell |
8,287
-13,050
| -61% | -$923K | 0.02% | 209 |
|
|
2021
Q1 | $1.55M | Buy |
21,337
+4,274
| +25% | +$311K | 0.04% | 205 |
|
|
2020
Q4 | $1.05M | Buy |
17,063
+9,723
| +132% | +$599K | 0.03% | 200 |
|
|
2020
Q3 | $316K | Sell |
7,340
-1,547
| -17% | -$66.6K | 0.02% | 232 |
|
|
2020
Q2 | $454K | Sell |
8,887
-21,329
| -71% | -$1.09M | 0.03% | 158 |
|
|
2020
Q1 | $1.27M | Buy |
30,216
+21,963
| +266% | +$925K | 0.05% | 166 |
|
|
2019
Q4 | $659K | Buy |
8,253
+1,556
| +23% | +$124K | 0.05% | 88 |
|
|
2019
Q3 | $463K | Buy |
+6,697
| New | +$463K | 0.04% | 91 |
|
|
2019
Q1 | – | Sell |
-1,346
| Closed | -$70K | – | 161 |
|
|
2018
Q4 | $70K | Buy |
+1,346
| New | +$70K | 0.01% | 147 |
|