Brown, Lisle/Cummings’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
$750K Buy
2025
Q2
$626K Buy
2025
Q1
$511K Buy
2024
Q4
$506K Buy
2024
Q3
$374K Sell
2024
Q2
$391K Sell
2024
Q1
$396K Sell
2023
Q4
$354K Sell
2023
Q3
$305K Hold
2023
Q2
$341K Hold
2023
Q1
$348K Sell
2022
Q4
$442K Sell
2022
Q3
$424K Sell
2022
Q2
$530K Sell
2022
Q1
$640K Buy
2021
Q4
$662K Buy