Caldwell Trust’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
2,544
-758
|
|
||||
|
2025
Q1 | $234K | Buy |
3,302
+294
|
|
||||
|
2024
Q4 | $212K | Sell |
3,008
-296
|
|
||||
|
2024
Q3 | $207K | Sell |
3,304
-54
|
|
||||
|
2024
Q2 | $213K | Hold |
3,358
|
|
||||
|
2024
Q1 | $212K | Buy |
3,358
+350
|
|
||||
|
2023
Q4 | $155K | Sell |
3,008
-1,624
|
|
||||
|
2023
Q3 | $191K | Buy |
4,632
+701
|
|
||||
|
2023
Q2 | $181K | Buy |
3,931
+748
|
|
||||
|
2023
Q1 | $149K | Sell |
3,183
-525
|
|
||||
|
2022
Q4 | $168K | Sell |
3,708
-48
|
|
||||
|
2022
Q3 | $157K | Sell |
3,756
-52
|
|
||||
|
2022
Q2 | $175K | Buy |
3,808
+1,082
|
|
||||
|
2022
Q1 | $146K | Hold |
2,726
|
|
||||
|
2021
Q4 | $165K | Hold |
2,726
|
|
||||
|
2021
Q3 | $191K | Sell |
2,726
-73
|
|
||||
|
2021
Q2 | $198K | Buy |
2,799
+60
|
|
||||
|
2021
Q1 | $199K | Sell |
2,739
-163
|
|
||||
|
2020
Q4 | $179K | Buy |
2,902
+226
|
|
||||
|
2020
Q3 | $115K | Sell |
2,676
-246
|
|
||||
|
2020
Q2 | $149K | Sell |
2,922
-1,050
|
|
||||
|
2020
Q1 | $167K | Buy |
3,972
+940
|
|
||||
|
2019
Q4 | $242K | Buy |
+3,032
|
|