AllSquare 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
Q2 | $562K | Buy |
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|
2025
Q1 | $223K | Buy |
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|
2024
Q4 | $193K | Buy |
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|
2024
Q3 | $96.9K | Buy |
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|
2024
Q2 | $85.5K | Hold |
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|
2024
Q1 | $85.2K | Hold |
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|
2023
Q4 | $69.3K | Buy |
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|
2023
Q3 | $43.1K | Hold |
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|
2023
Q2 | $46.8K | Buy |
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|
2023
Q1 | $45.3K | Hold |
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|
2022
Q4 | $43.7K | Hold |
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|
2022
Q3 | $40K | Hold |
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|
2022
Q2 | $44K | Sell |
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|
2022
Q1 | $62K | Hold |
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|
2021
Q4 | $70K | Hold |
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|
2021
Q3 | $82K | Sell |
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|
2021
Q2 | $334K | Buy |
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|
2021
Q1 | $318K | Buy |
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|
2020
Q4 | $171K | Buy |
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|
2020
Q3 | $63K | Hold |
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|
2020
Q2 | $75K | Buy |
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|
2020
Q1 | $32K | Sell |
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|
2019
Q4 | $93K | Hold |
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|
2019
Q3 | $81K | Sell |
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|
2019
Q2 | $89K | Sell |
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|
2019
Q1 | $197K | Buy |
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|
2018
Q4 | $102K | Sell |
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|
2018
Q3 | $252K | Buy |
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|
2018
Q2 | $215K | Buy |
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|
2018
Q1 | $190K | Buy |
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|
2017
Q4 | $95K | Buy |
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|
2017
Q3 | $49K | Buy |
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|
2017
Q2 | $38K | Hold |
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|
2017
Q1 | $34K | Buy |
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|
2016
Q4 | $28K | Hold |
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|
2016
Q3 | $22K | Hold |
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|
2016
Q2 | $20K | Hold |
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|
2016
Q1 | $19K | Hold |
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|
2015
Q4 | $24K | Hold |
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|
2015
Q3 | $23K | Hold |
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|
2015
Q2 | $26K | Hold |
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|
2015
Q1 | $24K | Hold |
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|
2014
Q4 | $25K | Buy |
|