Carson Wealth (CWM LLC)’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 | $16M | Buy |
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|
2025
Q2 | $12M | Buy |
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|
2025
Q1 | $9.31M | Buy |
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|
2024
Q4 | $6.96M | Buy |
|
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|
2024
Q3 | $4.63M | Buy |
|
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|
2024
Q2 | $4.18M | Buy |
|
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|
2024
Q1 | $3.62M | Buy |
|
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|
2023
Q4 | $2M | Buy |
|
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.63M | Buy |
|
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|
2023
Q1 | $1.31M | Buy |
|
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|
2022
Q4 | $860K | Sell |
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|
2022
Q3 | $836K | Buy |
|
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|
2022
Q2 | $915K | Buy |
|
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|
2022
Q1 | $810K | Buy |
|
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|
2021
Q4 | $817K | Buy |
|
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|
2021
Q2 | $718K | Hold |
|
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|
2021
Q1 | $718K | Hold |
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|
2020
Q4 | $718K | Hold |
|
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|
2020
Q3 | $718K | Hold |
|
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|
2020
Q2 | $718K | Hold |
|
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|
2020
Q1 | $718K | Hold |
|
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|
2019
Q4 | $718K | Hold |
|
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|
2019
Q3 | $718K | Hold |
|
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|
2019
Q2 | $718K | Hold |
|
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|
2019
Q1 | $718K | Sell |
|
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|
2018
Q4 | $1.12M | Sell |
|
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|
2018
Q3 | $12.8M | Buy |
|
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|
2018
Q2 | $9.19M | Buy |
|
|||||
|
2018
Q1 | $7.1M | Buy |
|
|||||
|
2017
Q4 | $6.07M | Buy |
|
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|
2017
Q3 | $3.8M | Buy |
|
|||||
|
2017
Q2 | $3.27M | Buy |
|
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|
2017
Q1 | $660K | Buy |
|
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|
2016
Q4 | $129K | Buy |
|
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|
2016
Q3 | $66K | Buy |
|
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|
2016
Q2 | $37K | Buy |
|
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|
2016
Q1 | $35K | Buy |
|
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|
2015
Q4 | $16K | Buy |
|
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|
2015
Q3 | $13K | Buy |
|
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $12K | Buy |
|