EverSource 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 | $1.02M | Buy |
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|
2025
Q1 | $624K | Buy |
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|
2024
Q4 | $377K | Sell |
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|
2024
Q3 | $448K | Buy |
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|
2024
Q2 | $459K | Buy |
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|
2024
Q1 | $346K | Buy |
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|
2023
Q4 | $217K | Buy |
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|
2023
Q3 | $148K | Sell |
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|
2023
Q2 | $238K | Sell |
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|
2023
Q1 | $253K | Sell |
|
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|
2022
Q4 | $250K | Buy |
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|
2022
Q3 | $156K | Sell |
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|
2022
Q2 | $231K | Buy |
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|
2022
Q1 | $158K | Buy |
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|
2021
Q4 | $162K | Buy |
|