CIA
Choate Investment Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $841K | Buy |
9,882
+1,896
| +24% | +$161K | 0.02% | 212 |
|
|
2025
Q1 | $567K | Hold |
7,986
| – | – | 0.01% | 241 |
|
|
2024
Q4 | $562K | Buy |
7,986
+1,420
| +22% | +$100K | 0.01% | 256 |
|
|
2024
Q3 | $411K | Buy |
+6,566
| New | +$411K | 0.01% | 283 |
|
|
2014
Q1 | – | Sell |
-3,853
| Closed | -$201K | – | 290 |
|
|
2013
Q4 | $201K | Buy |
+3,853
| New | +$201K | 0.01% | 258 |
|