West Branch Capital’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.9K | Sell |
492
-59
| -11% | -$5.02K | 0.01% | 156 |
|
|
2025
Q1 | $39.1K | Hold |
551
| – | – | 0.01% | 168 |
|
|
2024
Q4 | $38.8K | Sell |
551
-1,425
| -72% | -$100K | 0.01% | 172 |
|
|
2024
Q3 | $124K | Buy |
1,976
+7
| +0.4% | +$438 | 0.04% | 102 |
|
|
2024
Q2 | $125K | Hold |
1,969
| – | – | 0.05% | 108 |
|
|
2024
Q1 | $125K | Sell |
1,969
-123
| -6% | -$7.78K | 0.05% | 108 |
|
|
2023
Q4 | $108K | Sell |
2,092
-580
| -22% | -$29.8K | 0.05% | 113 |
|
|
2023
Q3 | $110K | Hold |
2,672
| – | – | 0.06% | 103 |
|
|
2023
Q2 | $123K | Hold |
2,672
| – | – | 0.06% | 103 |
|
|
2023
Q1 | $125K | Buy |
2,672
+280
| +12% | +$13.1K | 0.07% | 101 |
|
|
2022
Q4 | $108K | Hold |
2,392
| – | – | 0.07% | 117 |
|
|
2022
Q3 | $100K | Sell |
2,392
-100
| -4% | -$4.18K | 0.06% | 113 |
|
|
2022
Q2 | $115K | Buy |
2,492
+147
| +6% | +$6.78K | 0.07% | 106 |
|
|
2022
Q1 | $125K | Sell |
2,345
-75
| -3% | -$4K | 0.06% | 114 |
|
|
2021
Q4 | $146K | Sell |
2,420
-70
| -3% | -$4.22K | 0.06% | 112 |
|
|
2021
Q3 | $175K | Sell |
2,490
-92
| -4% | -$6.47K | 0.08% | 92 |
|
|
2021
Q2 | $183K | Sell |
2,582
-285
| -10% | -$20.2K | 0.09% | 95 |
|
|
2021
Q1 | $209K | Buy |
+2,867
| New | +$209K | 0.12% | 87 |
|
|
2020
Q1 | – | Sell |
-7,018
| Closed | -$561K | – | 78 |
|
|
2019
Q4 | $561K | Buy |
+7,018
| New | +$561K | 0.39% | 60 |
|