Clearstead 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
Q2 | $4.02M | Buy |
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|
2025
Q1 | $3.32M | Buy |
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|
2024
Q4 | $3.13M | Buy |
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|
2024
Q3 | $2.72M | Buy |
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|
2024
Q2 | $2.61M | Buy |
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|
2024
Q1 | $1.75M | Buy |
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|
2023
Q4 | $1.33M | Buy |
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|
2023
Q3 | $699K | Buy |
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|
2023
Q2 | $430K | Buy |
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|
2023
Q1 | $392K | Buy |
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|
2022
Q4 | $361K | Sell |
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|
2022
Q3 | $334K | Buy |
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|
2022
Q2 | $327K | Sell |
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|
2022
Q1 | $444K | Sell |
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|
2021
Q4 | $569K | Sell |
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|
2021
Q3 | $732K | Buy |
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|
2021
Q2 | $627K | Sell |
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|
2021
Q1 | $650K | Sell |
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|
2020
Q4 | $577K | Sell |
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|
2020
Q3 | $437K | Buy |
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|
2020
Q2 | $464K | Buy |
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|
2020
Q1 | $356K | Buy |
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|
2019
Q4 | $622K | Sell |
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|
2019
Q3 | $575K | Sell |
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|
2019
Q2 | $613K | Buy |
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|
2019
Q1 | $379K | Buy |
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|
2018
Q4 | $296K | Buy |
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|
2018
Q3 | $375K | Sell |
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|
2018
Q2 | $388K | Buy |
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|
2018
Q1 | $377K | Hold |
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|
2017
Q4 | $416K | Sell |
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|
2017
Q3 | $421K | Sell |
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|
2017
Q2 | $554K | Buy |
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|
2017
Q1 | $490K | Buy |
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|
2016
Q4 | $393K | Buy |
|