Western Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
11,952
+1,512
| +14% | +$129K | 0.06% | 272 |
|
|
2025
Q1 | $741K | Buy |
10,440
+1,144
| +12% | +$81.2K | 0.05% | 302 |
|
|
2024
Q4 | $654K | Sell |
9,296
-741
| -7% | -$52.2K | 0.04% | 310 |
|
|
2024
Q3 | $628K | Buy |
10,037
+66
| +0.7% | +$4.13K | 0.04% | 400 |
|
|
2024
Q2 | $633K | Buy |
9,971
+381
| +4% | +$24.2K | 0.05% | 309 |
|
|
2024
Q1 | $606K | Buy |
9,590
+292
| +3% | +$18.5K | 0.05% | 319 |
|
|
2023
Q4 | $478K | Buy |
9,298
+744
| +9% | +$38.3K | 0.03% | 430 |
|
|
2023
Q3 | $352K | Buy |
8,554
+1,038
| +14% | +$42.7K | 0.03% | 465 |
|
|
2023
Q2 | $346K | Sell |
7,516
-1,216
| -14% | -$56K | 0.03% | 469 |
|
|
2023
Q1 | $409K | Buy |
8,732
+2,768
| +46% | +$130K | 0.04% | 424 |
|
|
2022
Q4 | $270K | Sell |
5,964
-7,541
| -56% | -$341K | 0.03% | 490 |
|
|
2022
Q3 | $559K | Buy |
13,505
+2,084
| +18% | +$86.3K | 0.03% | 445 |
|
|
2022
Q2 | $523K | Buy |
11,421
+1,494
| +15% | +$68.4K | 0.03% | 462 |
|
|
2022
Q1 | $530K | Sell |
9,927
-13,604
| -58% | -$726K | 0.03% | 515 |
|
|
2021
Q4 | $1.43M | Buy |
+23,531
| New | +$1.43M | 0.14% | 152 |
|
|
2021
Q2 | $1.25M | Buy |
17,595
+312
| +2% | +$22.1K | 0.13% | 172 |
|
|
2021
Q1 | $1.26M | Sell |
17,283
-84
| -0.5% | -$6.11K | 0.17% | 137 |
|
|
2020
Q4 | $1.07M | Sell |
17,367
-1,321
| -7% | -$81.5K | 0.16% | 148 |
|
|
2020
Q3 | $806K | Sell |
18,688
-242
| -1% | -$10.4K | 0.13% | 173 |
|
|
2020
Q2 | $967K | Sell |
18,930
-135
| -0.7% | -$6.9K | 0.18% | 134 |
|
|
2020
Q1 | $801K | Sell |
19,065
-217
| -1% | -$9.12K | 0.18% | 127 |
|
|
2019
Q4 | $1.54M | Sell |
19,282
-1,256
| -6% | -$100K | 0.23% | 99 |
|
|
2019
Q3 | $1.42M | Buy |
20,538
+120
| +0.6% | +$8.29K | 0.3% | 84 |
|
|
2019
Q2 | $1.43M | Sell |
20,418
-2,615
| -11% | -$183K | 0.19% | 105 |
|
|
2019
Q1 | $1.43M | Buy |
23,033
+33
| +0.1% | +$2.05K | 0.32% | 79 |
|
|
2018
Q4 | $1.2M | Buy |
+23,000
| New | +$1.2M | 0.32% | 74 |
|