AA
Addison Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Buy |
2,607
+409
| +19% | +$34.8K | 0.06% | 203 |
|
|
2025
Q1 | $156K | Buy |
2,198
+206
| +10% | +$14.6K | 0.04% | 243 |
|
|
2024
Q4 | $140K | Hold |
1,992
| – | – | 0.04% | 257 |
|
|
2024
Q3 | $125K | Buy |
1,992
+16
| +0.8% | +$1K | 0.03% | 274 |
|
|
2024
Q2 | $125K | Buy |
1,976
+124
| +7% | +$7.87K | 0.04% | 262 |
|
|
2024
Q1 | $117K | Buy |
1,852
+194
| +12% | +$12.3K | 0.04% | 273 |
|
|
2023
Q4 | $85.3K | Buy |
1,658
+279
| +20% | +$14.4K | 0.03% | 289 |
|
|
2023
Q3 | $56.7K | Sell |
1,379
-104
| -7% | -$4.28K | 0.03% | 308 |
|
|
2023
Q2 | $68.3K | Buy |
1,483
+39
| +3% | +$1.8K | 0.03% | 280 |
|
|
2023
Q1 | $67.7K | Sell |
1,444
-135
| -9% | -$6.33K | 0.04% | 265 |
|
|
2022
Q4 | $71.4K | Sell |
1,579
-31
| -2% | -$1.4K | 0.04% | 256 |
|
|
2022
Q3 | $67K | Buy |
1,610
+87
| +6% | +$3.62K | 0.04% | 234 |
|
|
2022
Q2 | $70K | Buy |
1,523
+276
| +22% | +$12.7K | 0.04% | 227 |
|
|
2022
Q1 | $67K | Sell |
1,247
-17
| -1% | -$913 | 0.04% | 244 |
|
|
2021
Q4 | $76K | Buy |
1,264
+49
| +4% | +$2.95K | 0.05% | 210 |
|
|
2021
Q3 | $85K | Buy |
1,215
+10
| +0.8% | +$700 | 0.07% | 142 |
|
|
2021
Q2 | $85K | Buy |
+1,205
| New | +$85K | 0.07% | 143 |
|
|
2020
Q4 | $74K | Buy |
+1,205
| New | +$74K | 0.07% | 147 |
|