Circle 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 | $202K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $257K | Hold |
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|
2023
Q4 | $209K | Sell |
|
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|
2023
Q3 | $274K | Sell |
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|
2023
Q2 | $559K | Buy |
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|
2023
Q1 | $565K | Sell |
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|
2022
Q4 | $547K | Buy |
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|
2022
Q3 | $496K | Sell |
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|
2022
Q2 | $556K | Buy |
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|
2022
Q1 | $644K | Sell |
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|
2021
Q4 | $948K | Buy |
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|
2021
Q3 | $808K | Hold |
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|
2021
Q2 | $815K | Sell |
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|
2021
Q1 | $930K | Sell |
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|
2020
Q4 | $2.13M | Sell |
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|
2020
Q3 | $1.49M | Sell |
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|
2020
Q2 | $1.87M | Buy |
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|
2020
Q1 | $1.31M | Sell |
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|
2019
Q4 | $2.49M | Sell |
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|
2019
Q3 | $2.24M | Sell |
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|
2019
Q2 | $2.43M | Sell |
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|
2019
Q1 | $2.26M | Buy |
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|
2018
Q4 | $225K | Hold |
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|
2018
Q3 | $311K | Sell |
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|
2018
Q2 | $317K | Sell |
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|
2018
Q1 | $328K | Buy |
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|
2017
Q4 | $350K | Buy |
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|
2017
Q3 | $341K | Buy |
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|
2017
Q2 | $313K | Buy |
|