Baker Tilly 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 | $447K | Sell |
|
|||||
|
2025
Q2 | $402K | Sell |
|
|||||
|
2025
Q1 | $358K | Sell |
|
|||||
|
2024
Q4 | $376K | Buy |
|
|||||
|
2024
Q3 | $320K | Sell |
|
|||||
|
2024
Q2 | $351K | Sell |
|
|||||
|
2024
Q1 | $875K | Sell |
|
|||||
|
2023
Q4 | $724K | Sell |
|
|||||
|
2023
Q3 | $665K | Sell |
|
|||||
|
2023
Q2 | $2.48M | Buy |
|
|||||
|
2023
Q1 | $2.48M | Buy |
|
|||||
|
2022
Q4 | $2.32M | Sell |
|
|||||
|
2022
Q3 | $2.16M | Sell |
|
|||||
|
2022
Q2 | $2.84M | Buy |
|
|||||
|
2022
Q1 | $2.82M | Buy |
|
|||||
|
2021
Q4 | $3.03M | Sell |
|
|||||
|
2021
Q3 | $3.55M | Buy |
|
|||||
|
2021
Q2 | $3.49M | Buy |
|
|||||
|
2021
Q1 | $2.31M | Buy |
|
|||||
|
2020
Q4 | $607K | Buy |
|