CLA (CliftonLarsonAllen) Wealth Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.19M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $574K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $478K | Buy |
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|
2021
Q2 | $465K | Buy |
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|
2019
Q4 | $1.16M | Sell |
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|
2019
Q3 | $1.24M | Buy |
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|
2019
Q2 | $1.06M | Sell |
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|
2019
Q1 | $1.08M | Buy |
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|
2018
Q4 | $824K | Buy |
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|
2018
Q3 | $1.14M | Buy |
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|
2018
Q2 | $1.04M | Buy |
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|
2018
Q1 | $1.04M | Sell |
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|
2017
Q4 | $1.25M | Sell |
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|
2017
Q3 | $1.27M | Buy |
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|
2017
Q2 | $1.13M | Buy |
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|
2017
Q1 | $983K | Sell |
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|
2016
Q4 | $984K | Buy |
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|
2016
Q3 | $777K | Sell |
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|
2016
Q2 | $705K | Sell |
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|
2016
Q1 | $700K | Sell |
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|
2015
Q4 | $928K | Buy |
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|
2015
Q3 | $879K | Buy |
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|
2015
Q2 | $915K | Sell |
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|
2015
Q1 | $860K | Buy |
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