Acorn Financial Advisory Services’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $692K | Sell |
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|
2025
Q2 | $634K | Sell |
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|
2025
Q1 | $554K | Sell |
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|
2024
Q4 | $584K | Sell |
|
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|
2024
Q3 | $527K | Buy |
|
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|
2024
Q2 | $531K | Buy |
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|
2024
Q1 | $527K | Sell |
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|
2023
Q4 | $464K | Buy |
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|
2023
Q3 | $367K | Sell |
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|
2023
Q2 | $435K | Buy |
|
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|
2023
Q1 | $437K | Buy |
|
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|
2022
Q4 | $421K | Sell |
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|
2022
Q3 | $406K | Sell |
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|
2022
Q2 | $468K | Sell |
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|
2022
Q1 | $564K | Sell |
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|
2021
Q4 | $647K | Sell |
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|
2021
Q3 | $770K | Buy |
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|
2021
Q2 | $741K | Buy |
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|
2021
Q1 | $757K | Buy |
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|
2020
Q4 | $628K | Buy |
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|
2020
Q3 | $421K | Buy |
|
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|
2020
Q2 | $251K | Buy |
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|
2020
Q1 | $202K | Sell |
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|
2019
Q4 | $390K | Buy |
|