Concord Wealth Partners’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 | $1.07M | Buy |
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|
2025
Q1 | $866K | Sell |
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|
2024
Q4 | $894K | Buy |
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|
2024
Q3 | $694K | Buy |
|
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|
2024
Q2 | $677K | Sell |
|
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|
2024
Q1 | $729K | Buy |
|
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|
2023
Q4 | $507K | Sell |
|
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|
2023
Q3 | $1.18M | Buy |
|
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $641K | Buy |
|
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|
2022
Q4 | $390K | Sell |
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|
2022
Q3 | $659K | Sell |
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|
2022
Q2 | $747K | Buy |
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|
2022
Q1 | $849K | Buy |
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|
2021
Q4 | $850K | Buy |
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|
2021
Q3 | $429K | Sell |
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|
2021
Q2 | $861K | Buy |
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|
2021
Q1 | $765K | Buy |
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|
2020
Q4 | $225K | Buy |
|