Congress Wealth Management’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 | $17.5M | Buy |
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|
2025
Q1 | $7.52M | Buy |
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|
2024
Q4 | $6.83M | Sell |
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|
2024
Q3 | $12.8M | Buy |
|
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|
2024
Q2 | $8.57M | Buy |
|
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|
2024
Q1 | $4.45M | Sell |
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|
2023
Q4 | $3.95M | Buy |
|
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|
2023
Q3 | $3.08M | Buy |
|
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|
2023
Q2 | $3.43M | Buy |
|
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|
2023
Q1 | $3.49M | Buy |
|
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|
2022
Q4 | $3.28M | Sell |
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|
2022
Q3 | $3.14M | Buy |
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|
2022
Q2 | $3M | Buy |
|
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|
2022
Q1 | $2.97M | Sell |
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|
2021
Q4 | $3.54M | Buy |
|