Cassaday & Co 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 | $496K | Buy |
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|
2025
Q1 | $386K | Buy |
|
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|
2024
Q4 | $377K | Sell |
|
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|
2024
Q3 | $348K | Sell |
|
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|
2024
Q2 | $406K | Buy |
|
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|
2024
Q1 | $343K | Buy |
|
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|
2023
Q4 | $279K | Sell |
|
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|
2023
Q3 | $243K | Buy |
|
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|
2023
Q2 | $267K | Sell |
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|
2023
Q1 | $285K | Buy |
|
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|
2022
Q4 | $270K | Buy |
|