Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.24K | Buy |
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|
2024
Q3 | $2.88K | Hold |
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|
2024
Q2 | $2.92K | Hold |
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|
2024
Q1 | $2.91K | Hold |
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|
2023
Q4 | $2.37K | Hold |
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|
2023
Q3 | $1.89K | Hold |
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|
2023
Q2 | $2.12K | Hold |
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|
2023
Q1 | $2.16K | Sell |
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|
2022
Q4 | $6.42K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $5K | Buy |
|