Carson Advisory’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
$1.37M Sell
2025
Q1
$1.16M Sell
2024
Q4
$1.17M Sell
2024
Q3
$1.08M Sell
2024
Q2
$1.12M Sell
2024
Q1
$1.13M Sell
2023
Q4
$942K Sell
2023
Q3
$787K Sell
2023
Q2
$895K Sell
2023
Q1
$928K Sell
2022
Q4
$1.06M Buy
2022
Q3
$826K Buy
2022
Q2
$884K Buy
2022
Q1
$990K Hold
2021
Q4
$1.12M Buy