Clearstead Trust’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 | $197K | Buy |
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|
2025
Q1 | $139K | Buy |
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|
2024
Q4 | $133K | Hold |
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|
2024
Q3 | $118K | Hold |
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|
2024
Q2 | $120K | Sell |
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|
2024
Q1 | $120K | Buy |
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|
2023
Q4 | $97.2K | Sell |
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|
2023
Q3 | $165K | Hold |
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|
2023
Q2 | $187K | Hold |
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|
2023
Q1 | $188K | Sell |
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|
2022
Q4 | $192K | Hold |
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|
2022
Q3 | $176K | Buy |
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|
2022
Q2 | $175K | Hold |
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|
2022
Q1 | $204K | Sell |
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|
2021
Q4 | $387K | Hold |
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|
2021
Q3 | $450K | Sell |
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|
2021
Q2 | $499K | Hold |
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|
2021
Q1 | $514K | Sell |
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|
2020
Q4 | $2.03M | Buy |
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|
2020
Q3 | $535K | Sell |
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|
2020
Q2 | $864K | Hold |
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|
2020
Q1 | $712K | Sell |
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|
2019
Q4 | $1.63M | Hold |
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|
2019
Q3 | $1.41M | Hold |
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|
2019
Q2 | $1.43M | Buy |
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|
2019
Q1 | $1.27M | Buy |
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|
2018
Q4 | $369K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $476K | Buy |
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