Dumont & Blake Investment Advisors’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 | $809K | Sell |
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|
2025
Q2 | $696K | Buy |
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|
2025
Q1 | $575K | Sell |
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|
2024
Q4 | $577K | Buy |
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|
2024
Q3 | $510K | Sell |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $505K | Buy |
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|
2023
Q4 | $399K | Sell |
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|
2023
Q3 | $333K | Sell |
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|
2023
Q2 | $377K | Buy |
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|
2023
Q1 | $383K | Buy |
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|
2022
Q4 | $348K | Sell |
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|
2022
Q3 | $370K | Buy |
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|
2022
Q2 | $403K | Sell |
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|
2022
Q1 | $485K | Buy |
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|
2021
Q4 | $544K | Sell |
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|
2021
Q3 | $635K | Buy |
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|
2021
Q2 | $621K | Buy |
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|
2021
Q1 | $633K | Buy |
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|
2020
Q4 | $519K | Sell |
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|
2020
Q3 | $368K | Buy |
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|
2020
Q2 | $407K | Buy |
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|
2020
Q1 | $320K | Buy |
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|
2019
Q4 | $601K | Buy |
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|
2019
Q3 | $517K | Buy |
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|
2019
Q2 | $502K | Buy |
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|
2019
Q1 | $443K | Buy |
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|
2018
Q4 | $369K | Sell |
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|
2018
Q3 | $744K | Buy |
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|
2018
Q2 | $668K | Buy |
|