Annex 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
Sell
2025
Q2
$270K Buy
2020
Q2
Sell
2020
Q1
$1.41M Buy
2019
Q4
$2.37M Buy
2019
Q3
$1.98M Buy
2019
Q2
$1.97M Buy
2019
Q1
$1.73M Buy
2018
Q4
$1.36M Buy
2018
Q3
$1.74M Buy
2018
Q2
$1.46M Buy
2018
Q1
$1.4M Buy
2017
Q4
$1.34M Buy
2017
Q3
$1.18M Buy
2017
Q2
$887K Buy