Allied Investment Advisors’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$311K Buy
2025
Q1
$252K Sell
2024
Q4
$251K Sell
2024
Q3
$224K Hold
2024
Q2
$228K Hold
2024
Q1
$227K Buy
2023
Q3
Sell
2023
Q2
$246K Buy
2023
Q1
$205K Buy
2022
Q3
Sell
2022
Q2
$211K Hold
2022
Q1
$245K Hold
2021
Q4
$277K Hold
2021
Q3
$322K Hold
2021
Q2
$325K Sell
2021
Q1
$362K Buy
2020
Q4
$283K Buy
2018
Q1
Sell
2017
Q4
$205K Buy