Cohen Klingenstein’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.2M | Hold |
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|
2025
Q2 | $1M | Hold |
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|
2025
Q1 | $838K | Hold |
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|
2024
Q4 | $831K | Sell |
|
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|
2024
Q3 | $3.09M | Hold |
|
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|
2024
Q2 | $3.13M | Hold |
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|
2024
Q1 | $3.12M | Hold |
|
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|
2023
Q4 | $2.54M | Hold |
|
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|
2023
Q3 | $2.03M | Hold |
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|
2023
Q2 | $2.27M | Hold |
|
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|
2023
Q1 | $2.31M | Hold |
|
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|
2022
Q4 | $2.23M | Hold |
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|
2022
Q3 | $2.05M | Hold |
|
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|
2022
Q2 | $2.27M | Hold |
|
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|
2022
Q1 | $2.63M | Hold |
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|
2021
Q4 | $2.98M | Sell |
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|
2021
Q3 | $4.72M | Sell |
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|
2021
Q2 | $5.83M | Hold |
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|
2021
Q1 | $6M | Hold |
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|
2020
Q4 | $5.08M | Sell |
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|
2020
Q3 | $4.63M | Hold |
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|
2020
Q2 | $5.49M | Hold |
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|
2020
Q1 | $4.53M | Hold |
|
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|
2019
Q4 | $8.58M | Hold |
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|
2019
Q3 | $7.42M | Buy |
|
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|
2019
Q2 | $4.9M | Sell |
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|
2019
Q1 | $5.62M | Buy |
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|
2018
Q4 | $614K | Hold |
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|
2018
Q3 | $847K | Hold |
|
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|
2018
Q2 | $790K | Hold |
|
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|
2018
Q1 | $797K | Hold |
|
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|
2017
Q4 | $878K | Hold |
|
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|
2017
Q3 | $858K | Hold |
|
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|
2017
Q2 | $789K | Hold |
|
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|
2017
Q1 | $706K | Hold |
|
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|
2016
Q4 | $701K | Hold |
|
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|
2016
Q3 | $557K | Hold |
|
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|
2016
Q2 | $500K | Hold |
|
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|
2016
Q1 | $493K | Hold |
|
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|
2015
Q4 | $611K | Hold |
|
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|
2015
Q3 | $585K | Hold |
|
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|
2015
Q2 | $652K | Hold |
|
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|
2015
Q1 | $608K | Hold |
|
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|
2014
Q4 | $638K | Hold |
|
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|
2014
Q3 | $611K | Hold |
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|
2014
Q2 | $556K | Hold |
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|
2014
Q1 | $562K | Hold |
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|
2013
Q4 | $615K | Hold |
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|
2013
Q3 | $572K | Sell |
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|
2013
Q2 | $568K | Buy |
|