Cypress Wealth Services’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
$238K Buy
2020
Q1
Sell
2019
Q4
$295K Buy
2019
Q3
$254K Buy
2019
Q2
$256K Sell
2019
Q1
$230K Buy
2018
Q4
Sell
2018
Q3
$209K Buy