CIAS
CFS Investment Advisory Services’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
20,043
+294
| +1% | +$25K | 0.14% | 127 |
|
|
2025
Q1 | $1.4M | Buy |
19,749
+347
| +2% | +$24.6K | 0.12% | 137 |
|
|
2024
Q4 | $1.37M | Sell |
19,402
-525
| -3% | -$37K | 0.12% | 135 |
|
|
2024
Q3 | $1.25M | Sell |
19,927
-18,459
| -48% | -$1.16M | 0.1% | 141 |
|
|
2024
Q2 | $2.44M | Buy |
+38,386
| New | +$2.44M | 0.2% | 82 |
|
|
2023
Q3 | – | Sell |
-11,468
| Closed | -$528K | – | 165 |
|
|
2023
Q2 | $528K | Buy |
+11,468
| New | +$528K | 0.07% | 157 |
|
|
2022
Q2 | – | Sell |
-70,061
| Closed | -$1K | – | 252 |
|
|
2022
Q1 | $1K | Buy |
+70,061
| New | +$1K | ﹤0.01% | 316 |
|