AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $33.2M | Sell |
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|
2025
Q2 | $28.8M | Buy |
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|
2025
Q1 | $22.9M | Sell |
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|
2024
Q4 | $22.7M | Buy |
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|
2024
Q3 | $19.1M | Buy |
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|
2024
Q2 | $17.3M | Sell |
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|
2024
Q1 | $17.3M | Sell |
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|
2023
Q4 | $18.2M | Buy |
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|
2023
Q3 | $11.6M | Buy |
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|
2023
Q2 | $12.5M | Buy |
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|
2023
Q1 | $8.74M | Sell |
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|
2022
Q4 | $9.91M | Buy |
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|
2022
Q3 | $8.34M | Buy |
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|
2022
Q2 | $9.12M | Buy |
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|
2022
Q1 | $9.36M | Buy |
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|
2021
Q4 | $10.4M | Buy |
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|
2021
Q3 | $11M | Buy |
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|
2021
Q2 | $10.6M | Buy |
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|
2021
Q1 | $10.6M | Buy |
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|
2020
Q4 | $8.62M | Sell |
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|
2020
Q3 | $6.29M | Sell |
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|
2020
Q2 | $7.49M | Buy |
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|
2020
Q1 | $4.78M | Buy |
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|
2019
Q4 | $7.29M | Buy |
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|
2019
Q3 | $5.45M | Buy |
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|
2019
Q2 | $4.56M | Buy |
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|
2019
Q1 | $1.09M | Buy |
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|
2018
Q4 | $339K | Sell |
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|
2018
Q3 | $495K | Buy |
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|
2018
Q2 | $248K | Buy |
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|
2018
Q1 | $220K | Buy |
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