WAS
WESPAC Advisors SoCal’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
16,781
+6,260
| +60% | +$533K | 0.32% | 62 |
|
|
2025
Q1 | $747K | Buy |
+10,521
| New | +$747K | 0.19% | 67 |
|
|
2021
Q2 | – | Sell |
-4,953
| Closed | -$360K | – | 82 |
|
|
2021
Q1 | $360K | Hold |
4,953
| – | – | 0.14% | 65 |
|
|
2020
Q4 | $305K | Hold |
4,953
| – | – | 0.12% | 68 |
|
|
2020
Q3 | $223K | Hold |
4,953
| – | – | 0.11% | 67 |
|
|
2020
Q2 | $261K | Hold |
4,953
| – | – | 0.12% | 67 |
|
|
2020
Q1 | $225K | Sell |
4,953
-3,535
| -42% | -$161K | 0.12% | 68 |
|
|
2019
Q4 | $678K | Buy |
8,488
+100
| +1% | +$7.99K | 0.32% | 49 |
|
|
2019
Q3 | $579K | Buy |
8,388
+4,878
| +139% | +$337K | 0.29% | 51 |
|
|
2019
Q2 | $245K | Sell |
3,510
-550
| -14% | -$38.4K | 0.13% | 77 |
|
|
2019
Q1 | $252K | Buy |
4,060
+1,525
| +60% | +$94.7K | 0.14% | 79 |
|
|
2018
Q4 | $131K | Sell |
2,535
-640
| -20% | -$33.1K | 0.08% | 92 |
|
|
2018
Q3 | $227K | Sell |
3,175
-975
| -23% | -$69.7K | 0.11% | 80 |
|
|
2018
Q2 | $277K | Buy |
4,150
+925
| +29% | +$61.7K | 0.16% | 69 |
|
|
2018
Q1 | $217K | Buy |
3,225
+3,075
| +2,050% | +$207K | 0.13% | 79 |
|
|
2017
Q4 | $11K | Hold |
150
| – | – | 0.01% | 184 |
|
|
2017
Q3 | $10K | Hold |
150
| – | – | 0.01% | 199 |
|
|
2017
Q2 | $10K | Hold |
150
| – | – | 0.01% | 184 |
|
|
2017
Q1 | $8.97K | Hold |
150
| – | – | 0.01% | 193 |
|
|
2016
Q4 | $8.92K | Hold |
150
| – | – | 0.01% | 196 |
|
|
2016
Q3 | $7.09K | Hold |
150
| – | – | ﹤0.01% | 211 |
|
|
2016
Q2 | $6.36K | Hold |
150
| – | – | ﹤0.01% | 232 |
|
|
2016
Q1 | $6.26K | Sell |
150
-777
| -84% | -$32.4K | ﹤0.01% | 228 |
|
|
2015
Q4 | $47K | Buy |
+927
| New | +$47K | 0.03% | 126 |
|