WFI
West Family Investments’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $846K | Buy |
9,941
+2,931
| +42% | +$249K | 0.22% | 95 |
|
|
2025
Q1 | $498K | Hold |
7,010
| – | – | 0.19% | 110 |
|
|
2024
Q4 | $493K | Sell |
7,010
-76
| -1% | -$5.35K | 0.17% | 124 |
|
|
2024
Q3 | $444K | Buy |
7,086
+692
| +11% | +$43.3K | 0.15% | 140 |
|
|
2024
Q2 | $406K | Hold |
6,394
| – | – | 0.12% | 137 |
|
|
2024
Q1 | $404K | Hold |
6,394
| – | – | 0.13% | 138 |
|
|
2023
Q4 | $329K | Buy |
+6,394
| New | +$329K | 0.11% | 142 |
|
|
2023
Q3 | – | Sell |
-6,035
| Closed | -$278K | – | 231 |
|
|
2023
Q2 | $278K | Buy |
+6,035
| New | +$278K | 0.11% | 168 |
|
|
2023
Q1 | – | Sell |
-6,207
| Closed | -$281K | – | 216 |
|
|
2022
Q4 | $281K | Buy |
+6,207
| New | +$281K | 0.1% | 173 |
|
|
2021
Q4 | – | Sell |
-7,617
| Closed | -$535K | – | 325 |
|
|
2021
Q3 | $535K | Buy |
7,617
+1,407
| +23% | +$98.8K | 0.14% | 127 |
|
|
2021
Q2 | $439K | Buy |
+6,210
| New | +$439K | 0.12% | 151 |
|
|
2017
Q3 | – | Sell |
-35,000
| Closed | -$1.48M | – | 86 |
|
|
2017
Q2 | $1.48M | Buy |
+35,000
| New | +$1.48M | 0.33% | 54 |
|
|
2017
Q1 | – | Sell |
-39,700
| Closed | -$2.36M | – | 88 |
|
|
2016
Q4 | $2.36M | Sell |
39,700
-39,700
| -50% | -$2.36M | 0.42% | 43 |
|
|
2016
Q3 | $3.75M | Hold |
79,400
| – | – | 0.7% | 30 |
|
|
2016
Q2 | $3.37M | Hold |
79,400
| – | – | 0.61% | 32 |
|
|
2016
Q1 | $3.32M | Buy |
+79,400
| New | +$3.32M | 0.54% | 31 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 102 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 97 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 101 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 100 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 99 |
|