Avantax Planning Partners’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 | $336K | Buy |
|
|||||
|
2025
Q2 | $281K | Sell |
|
|||||
|
2025
Q1 | $239K | Sell |
|
|||||
|
2024
Q4 | $271K | Buy |
|
|||||
|
2024
Q3 | $237K | Sell |
|
|||||
|
2024
Q2 | $284K | Sell |
|
|||||
|
2024
Q1 | $286K | Buy |
|
|||||
|
2023
Q4 | $204K | Sell |
|
|||||
|
2023
Q3 | $247K | Sell |
|
|||||
|
2023
Q2 | $621K | Sell |
|
|||||
|
2023
Q1 | $897K | Sell |
|
|||||
|
2022
Q4 | $2.18M | Buy |
|
|||||
|
2022
Q3 | $2M | Sell |
|
|||||
|
2022
Q2 | $2.57M | Buy |
|
|||||
|
2022
Q1 | $2.25M | Buy |
|
|||||
|
2021
Q4 | $1.76M | Sell |
|
|||||
|
2021
Q3 | $2.87M | Sell |
|
|||||
|
2021
Q2 | $3.7M | Buy |
|
|||||
|
2021
Q1 | $3.65M | Sell |
|
|||||
|
2020
Q4 | $3.3M | Sell |
|
|||||
|
2020
Q3 | $2.84M | Buy |
|
|||||
|
2020
Q2 | $3.21M | Buy |
|
|||||
|
2020
Q1 | $275K | Sell |
|
|||||
|
2019
Q4 | $561K | Buy |
|
|||||
|
2019
Q3 | $457K | Buy |
|
|||||
|
2019
Q2 | $444K | Buy |
|
|||||
|
2019
Q1 | $387K | Buy |
|
|||||
|
2018
Q4 | $320K | Buy |
|
|||||
|
2018
Q3 | $365K | Buy |
|
|||||
|
2018
Q2 | $332K | Sell |
|
|||||
|
2018
Q1 | $1.26M | Sell |
|
|||||
|
2017
Q4 | $1.4M | Sell |
|
|||||
|
2017
Q3 | $2.18M | Buy |
|
|||||
|
2017
Q2 | $1.15M | Buy |
|
|||||
|
2017
Q1 | $262K | Buy |
|
|||||
|
2016
Q4 | $244K | Buy |
|