Cladis Investment Advisory’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 | $503K | Sell |
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|
2025
Q1 | $427K | Hold |
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|
2024
Q4 | $423K | Sell |
|
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|
2024
Q3 | $408K | Hold |
|
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|
2024
Q2 | $413K | Hold |
|
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|
2024
Q1 | $412K | Hold |
|
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|
2023
Q4 | $335K | Buy |
|
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|
2023
Q3 | $263K | Buy |
|
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|
2023
Q2 | $287K | Hold |
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|
2023
Q1 | $292K | Buy |
|
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|
2022
Q4 | $214K | Sell |
|
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|
2022
Q3 | $269K | Sell |
|
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|
2022
Q2 | $304K | Hold |
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|
2022
Q1 | $353K | Hold |
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|
2021
Q4 | $399K | Buy |
|