Connecticut 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 | $307K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $231K | Sell |
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|
2024
Q1 | $258K | Sell |
|
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|
2023
Q4 | $404K | Sell |
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|
2023
Q3 | $324K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $216K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $278K | Hold |
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|
2017
Q2 | $249K | Hold |
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|
2017
Q1 | $219K | Sell |
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|
2016
Q4 | $248K | Buy |
|