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
2026 Q2	$1.94M	Buy	+13,879	New	+$1.81M	0.03%	156
2026 Q1	–	Sell	-10,157	Closed	-$1.19M	–	226
2025 Q4	$1.19M	Buy	+10,157	New	+$1.05M	0.02%	154
2022 Q2	–	Sell	-10,745	Closed	-$574K	–	182
2022 Q1	$574K	Buy	+10,745	New	+$664K	0.02%	167
2021 Q4	–	Sell	-6,804	Closed	-$478K	–	189
2021 Q3	$478K	Buy	6,804 +228	+3%	+$15.9K	0.02%	231
2021 Q2	$465K	Buy	+6,576	New	+$487K	0.02%	238
2019 Q4	$1.16M	Sell	14,472 -3,528	-20%	-$261K	0.09%	99
2019 Q3	$1.24M	Buy	18,000 +2,886	+19%	+$196K	0.11%	87
2019 Q2	$1.06M	Sell	15,114 -2,196	-13%	-$147K	0.11%	78
2019 Q1	$1.08M	Buy	17,310 +1,475	+9%	+$91.6K	0.12%	76
2018 Q4	$824K	Buy	15,835 +6	+0%	+$380	0.08%	107
2018 Q3	$1.14M	Buy	15,829 +232	+1%	+$16.4K	0.11%	85
2018 Q2	$1.04M	Buy	15,597 +148	+1%	+$10.2K	0.1%	88
2018 Q1	$1.04M	Sell	15,449 -1,381	-8%	-$104K	0.1%	90
2017 Q4	$1.25M	Sell	16,830 -697	-4%	-$51.5K	0.13%	75
2017 Q3	$1.27M	Buy	17,527 +641	+4%	+$43.8K	0.13%	82
2017 Q2	$1.13M	Buy	16,886 +461	+3%	+$28.3K	0.13%	89
2017 Q1	$983K	Sell	16,425 -136	-0.8%	-$8.04K	0.11%	95
2016 Q4	$984K	Buy	16,561 +111	+0.7%	+$5.99K	0.11%	89
2016 Q3	$777K	Sell	16,450 -193	-1%	-$8.78K	0.09%	98
2016 Q2	$705K	Sell	16,643 -131	-0.8%	-$5.79K	0.1%	85
2016 Q1	$700K	Sell	16,774 -1,167	-7%	-$48.8K	0.11%	81
2015 Q4	$928K	Buy	17,941 +218	+1%	+$11.6K	0.16%	74
2015 Q3	$879K	Buy	17,723 +1,164	+7%	+$63.6K	0.17%	80
2015 Q2	$915K	Sell	16,559 -129	-0.8%	-$7.02K	0.18%	69
2015 Q1	$860K	Buy	+16,688	New	+$850K	0.19%	66

Other funds holding C