Wharton Business Group’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.41M | Sell |
51,823
-65
| -0.1% | -$5.53K | 0.19% | 54 |
|
|
2025
Q1 | $3.68M | Buy |
51,888
+60
| +0.1% | +$4.26K | 0.17% | 58 |
|
|
2024
Q4 | $3.65M | Sell |
51,828
-175
| -0.3% | -$12.3K | 0.16% | 60 |
|
|
2024
Q3 | $3.26M | Hold |
52,003
| – | – | 0.15% | 64 |
|
|
2024
Q2 | $3.3M | Sell |
52,003
-6,450
| -11% | -$409K | 0.17% | 61 |
|
|
2024
Q1 | $3.7M | Buy |
58,453
+15,585
| +36% | +$986K | 0.18% | 59 |
|
|
2023
Q4 | $2.21M | Buy |
42,868
+1,745
| +4% | +$89.8K | 0.11% | 62 |
|
|
2023
Q3 | $1.69M | Sell |
41,123
-310
| -0.7% | -$12.7K | 0.09% | 68 |
|
|
2023
Q2 | $1.91M | Buy |
41,433
+75
| +0.2% | +$3.45K | 0.13% | 59 |
|
|
2023
Q1 | $1.94M | Buy |
41,358
+625
| +2% | +$29.3K | 0.12% | 64 |
|
|
2022
Q4 | $1.84M | Buy |
40,733
+1,360
| +3% | +$61.5K | 0.11% | 67 |
|
|
2022
Q3 | $1.64M | Buy |
39,373
+3,330
| +9% | +$139K | 0.11% | 64 |
|
|
2022
Q2 | $1.66M | Buy |
36,043
+19,500
| +118% | +$897K | 0.11% | 64 |
|
|
2022
Q1 | $883K | Buy |
16,543
+3,230
| +24% | +$172K | 0.05% | 70 |
|
|
2021
Q4 | $804K | Buy |
+13,313
| New | +$804K | 0.05% | 73 |
|
|
2021
Q3 | – | Sell |
-8,643
| Closed | -$611K | – | 74 |
|
|
2021
Q2 | $611K | Buy |
8,643
+3,130
| +57% | +$221K | 0.05% | 71 |
|
|
2021
Q1 | $401K | Buy |
+5,513
| New | +$401K | 0.03% | 87 |
|
|
2016
Q4 | – | Sell |
-16,225
| Closed | -$766K | – | 110 |
|
|
2016
Q3 | $766K | Sell |
16,225
-5,270
| -25% | -$249K | 0.09% | 82 |
|
|
2016
Q2 | $911K | Hold |
21,495
| – | – | 0.11% | 80 |
|
|
2016
Q1 | $897K | Hold |
21,495
| – | – | 0.1% | 83 |
|
|
2015
Q4 | $1.11M | Hold |
21,495
| – | – | 0.11% | 81 |
|
|
2015
Q3 | $1.07M | Sell |
21,495
-292
| -1% | -$14.5K | 0.11% | 84 |
|
|
2015
Q2 | $1.2K | Hold |
21,787
| – | – | 0.08% | 85 |
|
|
2015
Q1 | $1.12M | Sell |
21,787
-3,790
| -15% | -$195K | 0.09% | 95 |
|
|
2014
Q4 | $1.38M | Hold |
25,577
| – | – | 0.11% | 85 |
|
|
2014
Q3 | $1.33M | Buy |
25,577
+120
| +0.5% | +$6.22K | 0.12% | 93 |
|
|
2014
Q2 | $1.2M | Buy |
25,457
+5,030
| +25% | +$237K | 0.13% | 91 |
|
|
2014
Q1 | $972K | Hold |
20,427
| – | – | 0.08% | 112 |
|
|
2013
Q4 | $1.06M | Buy |
+20,427
| New | +$1.06M | 0.09% | 106 |
|