Eads & Heald 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 | $302K | Sell |
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|
2025
Q1 | $264K | Sell |
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|
2024
Q4 | $354K | Sell |
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|
2024
Q3 | $318K | Sell |
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|
2024
Q2 | $338K | Sell |
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|
2024
Q1 | $370K | Sell |
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|
2023
Q4 | $367K | Buy |
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|
2023
Q3 | $237K | Sell |
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|
2023
Q2 | $294K | Sell |
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|
2023
Q1 | $326K | Sell |
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|
2022
Q4 | $316K | Buy |
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|
2022
Q3 | $266K | Sell |
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|
2022
Q2 | $295K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $322K | Buy |
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|
2021
Q3 | $279K | Buy |
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|
2021
Q2 | $274K | Buy |
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|
2021
Q1 | $243K | Sell |
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|
2020
Q4 | $242K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $277K | Sell |
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|
2019
Q3 | $244K | Buy |
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|
2019
Q2 | $226K | Sell |
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|
2019
Q1 | $228K | Buy |
|