Winthrop Advisory 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 | $318K | Sell |
3,735
-69
| -2% | -$5.87K | 0.03% | 130 |
|
|
2025
Q1 | $270K | Buy |
3,804
+3
| +0.1% | +$213 | 0.03% | 124 |
|
|
2024
Q4 | $268K | Sell |
3,801
-143
| -4% | -$10.1K | 0.03% | 128 |
|
|
2024
Q3 | $247K | Buy |
3,944
+299
| +8% | +$18.7K | 0.03% | 125 |
|
|
2024
Q2 | $231K | Buy |
+3,645
| New | +$231K | 0.03% | 126 |
|
|
2022
Q2 | – | Sell |
-3,828
| Closed | -$204K | – | 127 |
|
|
2022
Q1 | $204K | Buy |
+3,828
| New | +$204K | 0.04% | 131 |
|
|
2021
Q4 | – | Sell |
-3,266
| Closed | -$229K | – | 143 |
|
|
2021
Q3 | $229K | Buy |
3,266
+210
| +7% | +$14.7K | 0.05% | 122 |
|
|
2021
Q2 | $216K | Buy |
3,056
+10
| +0.3% | +$707 | 0.05% | 124 |
|
|
2021
Q1 | $222K | Buy |
+3,046
| New | +$222K | 0.05% | 124 |
|
|
2020
Q2 | – | Sell |
-6,563
| Closed | -$226K | – | 94 |
|
|
2020
Q1 | $226K | Buy |
6,563
+2,675
| +69% | +$92.1K | 0.09% | 75 |
|
|
2019
Q4 | $311K | Sell |
3,888
-1,028
| -21% | -$82.2K | 0.11% | 75 |
|
|
2019
Q3 | $340K | Sell |
4,916
-286
| -5% | -$19.8K | 0.13% | 67 |
|
|
2019
Q2 | $364K | Buy |
5,202
+446
| +9% | +$31.2K | 0.15% | 58 |
|
|
2019
Q1 | $300K | Buy |
4,756
+8
| +0.2% | +$505 | 0.13% | 67 |
|
|
2018
Q4 | $247K | Sell |
4,748
-738
| -13% | -$38.4K | 0.13% | 68 |
|
|
2018
Q3 | $394K | Buy |
5,486
+1,039
| +23% | +$74.6K | 0.22% | 49 |
|
|
2018
Q2 | $298K | Buy |
4,447
+7
| +0.2% | +$469 | 0.2% | 57 |
|
|
2018
Q1 | $306K | Sell |
4,440
-156
| -3% | -$10.8K | 0.22% | 58 |
|
|
2017
Q4 | $347K | Buy |
+4,596
| New | +$347K | 0.25% | 55 |
|