Widmann Financial Services’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
15,771
+153
| +1% | +$13K | 0.94% | 31 |
|
|
2025
Q1 | $1.11M | Buy |
15,618
+648
| +4% | +$46K | 0.86% | 34 |
|
|
2024
Q4 | $1.05M | Buy |
14,970
+503
| +3% | +$35.4K | 0.82% | 37 |
|
|
2024
Q3 | $906K | Sell |
14,467
-656
| -4% | -$41.1K | 0.69% | 45 |
|
|
2024
Q2 | $960K | Sell |
15,123
-162
| -1% | -$10.3K | 0.78% | 39 |
|
|
2024
Q1 | $967K | Sell |
15,285
-196
| -1% | -$12.4K | 0.81% | 41 |
|
|
2023
Q4 | $796K | Sell |
15,481
-468
| -3% | -$24.1K | 0.72% | 46 |
|
|
2023
Q3 | $656K | Buy |
15,949
+214
| +1% | +$8.8K | 0.65% | 47 |
|
|
2023
Q2 | $724K | Buy |
15,735
+1,774
| +13% | +$81.7K | 0.69% | 46 |
|
|
2023
Q1 | $655K | Buy |
13,961
+1,593
| +13% | +$74.7K | 0.66% | 48 |
|
|
2022
Q4 | $559K | Buy |
12,368
+2,805
| +29% | +$127K | 0.59% | 50 |
|
|
2022
Q3 | $399K | Buy |
9,563
+4,283
| +81% | +$178K | 0.44% | 57 |
|
|
2022
Q2 | $242K | Buy |
+5,280
| New | +$242K | 0.25% | 72 |
|
|
2022
Q1 | – | Sell |
-2,123
| Closed | -$128K | – | 137 |
|
|
2021
Q4 | $128K | Buy |
+2,123
| New | +$128K | 0.11% | 107 |
|