Sugarloaf Wealth Management, LLC Citigroup Inc Transaction History

Sugarloaf Wealth Management, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 10, 2024	SELL	$38.24 - $51.52 $129,633 - $174,652	-3,390 Reduced 60.2%	2,241 $115,000
Q3 2023 Nov 13, 2023	BUY	$40.22 - $47.88 $45,408 - $54,056	1,129 Added 25.08%	5,631 $231,000
Q2 2023 Jul 13, 2023	SELL	$44.23 - $50.4 $72,006 - $82,051	-1,628 Reduced 26.56%	4,502 $207,000
Q1 2023 Apr 26, 2023	BUY	$43.11 - $52.35 $157,696 - $191,496	3,658 Added 147.98%	6,130 $287,000
Q4 2022 Feb 03, 2023	SELL	$40.3 - $50.19 $60,449 - $75,285	-1,500 Reduced 37.76%	2,472 $111,000
Q3 2022 Oct 11, 2022	SELL	$27.25 - $52.59 $599 - $1,156	-22 Reduced 0.55%	3,972 $166,000
Q2 2022 Jul 12, 2022	BUY	$45.69 - $54.09 $69,540 - $82,324	1,522 Added 61.57%	3,994 $184,000
Q4 2021 Jan 20, 2022	SELL	$58.28 - $72.53 $2,914 - $3,626	-50 Reduced 1.98%	2,472 $149,000
Q2 2021 Jul 20, 2021	BUY	$67.61 - $79.86 $67 - $79	1 Added 0.04%	2,522 $178,000
Q4 2020 Feb 03, 2021	SELL	$41.13 - $61.66 $4,071 - $6,104	-99 Reduced 3.78%	2,521 $155,000
Q3 2020 Nov 03, 2020	BUY	$41.85 - $53.76 $4,185 - $5,376	100 Added 3.97%	2,620 $113,000
Q1 2020 Apr 15, 2020	SELL	$35.39 - $81.91 $4,671 - $10,812	-132 Reduced 4.98%	2,520 $106,000
Q4 2019 Jan 29, 2020	BUY	$66.26 - $79.89 $175,721 - $211,868	2,652 New	2,652 $212,000

2,028

1.36B

73.2M

83.7M

Ticker C
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 1,936,710,016
Market Cap $134B
Description
Citigroup Inc., a diversified financial services holding company, provides various financial products and services to consumers, corporations, governments, and institutions in North America, Latin America, Asia, Europe, the Middle East, and Africa. The company operates in two segments, Global Consumer Banking (GCB) and Institutional Clients Grou...

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