9258 Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $432K | Sell |
|
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|
2024
Q2 | $474K | Sell |
|
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|
2024
Q1 | $487K | Buy |
|
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|
2023
Q4 | $358K | Sell |
|
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|
2023
Q3 | $298K | Sell |
|
|||||
|
2023
Q2 | $341K | Buy |
|
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|
2023
Q1 | $342K | Sell |
|
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|
2022
Q4 | $354K | Sell |
|
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|
2022
Q3 | $416K | Buy |
|
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|
2022
Q2 | $447K | Sell |
|
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|
2022
Q1 | $521K | Buy |
|
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|
2021
Q4 | $574K | Sell |
|
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|
2021
Q3 | $709K | Buy |
|
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|
2021
Q2 | $714K | Sell |
|
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|
2021
Q1 | $737K | Sell |
|
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|
2020
Q4 | $656K | Sell |
|
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|
2020
Q3 | $442K | Sell |
|
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|
2020
Q2 | $551K | Sell |
|
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|
2020
Q1 | $507K | Buy |
|
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|
2019
Q4 | $863K | Buy |
|
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|
2019
Q3 | $608K | Sell |
|
|||||
|
2019
Q2 | $652K | Sell |
|
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|
2019
Q1 | $600K | Buy |
|
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|
2018
Q4 | $488K | Buy |
|