WOSD
WFA of San Diego’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Buy |
+1,640
| New | +$140K | 0.1% | 114 |
|
|
2024
Q3 | $3.13K | Hold |
50
| – | – | ﹤0.01% | 339 |
|
|
2024
Q2 | $3.17K | Buy |
+50
| New | +$3.17K | ﹤0.01% | 343 |
|
|
2023
Q3 | $5.43K | Buy |
132
+100
| +313% | +$4.11K | 0.01% | 305 |
|
|
2023
Q2 | $1.47K | Buy |
+32
| New | +$1.47K | ﹤0.01% | 348 |
|
|
2023
Q1 | – | Sell |
-1,653
| Closed | -$74.8K | – | 110 |
|
|
2022
Q4 | $74.8K | Buy |
+1,653
| New | +$74.8K | 0.06% | 156 |
|
|
2022
Q3 | – | Sell |
-32
| Closed | -$1K | – | 123 |
|
|
2022
Q2 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 366 |
|