Carlton Hofferkamp & Jenks 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
Q2 | $480K | Hold |
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|
2025
Q1 | $311K | Hold |
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|
2024
Q4 | $398K | Hold |
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|
2024
Q3 | $312K | Hold |
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|
2024
Q2 | $330K | Sell |
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|
2024
Q1 | $319K | Sell |
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|
2023
Q4 | $301K | Sell |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $330K | Sell |
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|
2023
Q1 | $542K | Sell |
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|
2022
Q4 | $622K | Sell |
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|
2022
Q3 | $551K | Sell |
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|
2022
Q2 | $590K | Sell |
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|
2022
Q1 | $646K | Hold |
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|
2021
Q4 | $815K | Buy |
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|
2021
Q3 | $806K | Hold |
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|
2021
Q2 | $788K | Buy |
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|
2021
Q1 | $825K | Sell |
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|
2020
Q4 | $755K | Sell |
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|
2020
Q3 | $614K | Buy |
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|
2020
Q2 | $649K | Buy |
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|
2020
Q1 | $580K | Buy |
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|
2019
Q4 | $786K | Sell |
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|
2019
Q3 | $715K | Buy |
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|
2019
Q2 | $713K | Hold |
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|
2019
Q1 | $627K | Buy |
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|
2018
Q4 | $513K | Buy |
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|
2018
Q3 | $691K | Buy |
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|
2018
Q2 | $629K | Sell |
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|
2018
Q1 | $661K | Hold |
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|
2017
Q4 | $721K | Hold |
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|
2017
Q3 | $704K | Sell |
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|
2017
Q2 | $778K | Sell |
|
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|
2017
Q1 | $714K | Buy |
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|
2016
Q4 | $667K | Hold |
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|
2016
Q3 | $530K | Buy |
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|
2016
Q2 | $472K | Buy |
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|
2016
Q1 | $454K | Hold |
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|
2015
Q4 | $556K | Buy |
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|
2015
Q3 | $495K | Hold |
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|
2015
Q2 | $556K | Buy |
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|
2015
Q1 | $500K | Hold |
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|
2014
Q4 | $525K | Buy |
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|
2014
Q3 | $490K | Sell |
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|
2014
Q2 | $488K | Sell |
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|
2014
Q1 | $500K | Buy |
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|
2013
Q4 | $318K | Buy |
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|
2013
Q3 | $289K | Buy |
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