EP Wealth 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
Q2 | $5.4M | Buy |
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|
2025
Q1 | $4.27M | Buy |
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|
2024
Q4 | $2.53M | Sell |
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|
2024
Q3 | $2.28M | Buy |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | $887K | Buy |
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|
2023
Q4 | $593K | Sell |
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|
2023
Q3 | $549K | Buy |
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|
2023
Q2 | $626K | Sell |
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|
2023
Q1 | $906K | Sell |
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|
2022
Q4 | $570K | Sell |
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|
2022
Q3 | $537K | Buy |
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|
2022
Q2 | $438K | Sell |
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|
2022
Q1 | $591K | Sell |
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|
2021
Q4 | $704K | Buy |
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|
2021
Q3 | $791K | Sell |
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|
2021
Q2 | $885K | Buy |
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|
2021
Q1 | $755K | Buy |
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|
2020
Q4 | $478K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $372K | Sell |
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|
2020
Q1 | $347K | Buy |
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|
2019
Q4 | $381K | Sell |
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|
2019
Q3 | $1.37M | Buy |
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|
2019
Q2 | $276K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $303K | Sell |
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|
2018
Q3 | $454K | Buy |
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|
2018
Q2 | $395K | Buy |
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