Winch Advisory 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 | $3.18M | Buy |
37,372
+225
| +0.6% | +$19.2K | 0.78% | 26 |
|
|
2025
Q1 | $2.64M | Sell |
37,147
-125
| -0.3% | -$8.87K | 0.7% | 28 |
|
|
2024
Q4 | $2.62M | Sell |
37,272
-64
| -0.2% | -$4.51K | 0.68% | 28 |
|
|
2024
Q3 | $2.34M | Sell |
37,336
-359
| -1% | -$22.5K | 0.65% | 28 |
|
|
2024
Q2 | $2.39M | Buy |
37,695
+596
| +2% | +$37.8K | 0.68% | 28 |
|
|
2024
Q1 | $2.35M | Buy |
37,099
+92
| +0.2% | +$5.82K | 0.72% | 27 |
|
|
2023
Q4 | $1.9M | Buy |
37,007
+946
| +3% | +$48.7K | 0.63% | 28 |
|
|
2023
Q3 | $1.48M | Buy |
36,061
+289
| +0.8% | +$11.9K | 0.54% | 28 |
|
|
2023
Q2 | $1.65M | Buy |
35,772
+847
| +2% | +$39K | 0.59% | 26 |
|
|
2023
Q1 | $1.64M | Buy |
34,925
+731
| +2% | +$34.3K | 0.64% | 27 |
|
|
2022
Q4 | $1.55M | Sell |
34,194
-1,548
| -4% | -$70K | 0.66% | 27 |
|
|
2022
Q3 | $1.49M | Sell |
35,742
-1,232
| -3% | -$51.3K | 0.64% | 25 |
|
|
2022
Q2 | $1.7M | Buy |
36,974
+713
| +2% | +$32.8K | 0.69% | 25 |
|
|
2022
Q1 | $1.94M | Sell |
36,261
-1,141
| -3% | -$60.9K | 0.67% | 26 |
|
|
2021
Q4 | $2.26M | Buy |
37,402
+1,467
| +4% | +$88.6K | 0.75% | 27 |
|
|
2021
Q3 | $2.52M | Sell |
35,935
-257
| -0.7% | -$18K | 0.88% | 26 |
|
|
2021
Q2 | $2.56M | Buy |
36,192
+1,634
| +5% | +$116K | 0.92% | 27 |
|
|
2021
Q1 | $2.51M | Buy |
34,558
+1,637
| +5% | +$119K | 1.01% | 26 |
|
|
2020
Q4 | $2.03M | Buy |
32,921
+358
| +1% | +$22.1K | 0.84% | 28 |
|
|
2020
Q3 | $1.4M | Buy |
32,563
+1,874
| +6% | +$80.8K | 0.59% | 28 |
|
|
2020
Q2 | $1.57M | Buy |
30,689
+30,669
| +153,345% | +$1.57M | 0.75% | 25 |
|
|
2020
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 305 |
|
|
2018
Q2 | – | Sell |
-998
| Closed | -$67K | – | 339 |
|
|
2018
Q1 | $67K | Buy |
998
+1
| +0.1% | +$67 | 0.04% | 100 |
|
|
2017
Q4 | $74K | Buy |
997
+198
| +25% | +$14.7K | 0.04% | 83 |
|
|
2017
Q3 | $58K | Buy |
+799
| New | +$58K | 0.04% | 87 |
|
|
2015
Q3 | – | Sell |
-14,432
| Closed | -$797K | – | 238 |
|
|
2015
Q2 | $797K | Buy |
+14,432
| New | +$797K | 0.44% | 63 |
|