Caldwell Trust’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 | $258K | Hold |
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|
2025
Q2 | $217K | Sell |
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|
2025
Q1 | $234K | Buy |
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|
2024
Q4 | $212K | Sell |
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|
2024
Q3 | $207K | Sell |
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|
2024
Q2 | $213K | Hold |
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|
2024
Q1 | $212K | Buy |
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|
2023
Q4 | $155K | Sell |
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|
2023
Q3 | $191K | Buy |
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|
2023
Q2 | $181K | Buy |
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|
2023
Q1 | $149K | Sell |
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|
2022
Q4 | $168K | Sell |
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|
2022
Q3 | $157K | Sell |
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|
2022
Q2 | $175K | Buy |
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|
2022
Q1 | $146K | Hold |
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|
2021
Q4 | $165K | Hold |
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|
2021
Q3 | $191K | Sell |
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|
2021
Q2 | $198K | Buy |
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|
2021
Q1 | $199K | Sell |
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|
2020
Q4 | $179K | Buy |
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|
2020
Q3 | $115K | Sell |
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|
2020
Q2 | $149K | Sell |
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|
2020
Q1 | $167K | Buy |
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|
2019
Q4 | $242K | Buy |
|