EverSource Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
12,005
+3,218
| +37% | +$274K | 0.05% | 271 |
|
|
2025
Q1 | $624K | Buy |
8,787
+3,429
| +64% | +$243K | 0.03% | 340 |
|
|
2024
Q4 | $377K | Sell |
5,358
-1,794
| -25% | -$126K | 0.02% | 442 |
|
|
2024
Q3 | $448K | Buy |
7,152
+74
| +1% | +$4.63K | 0.03% | 350 |
|
|
2024
Q2 | $459K | Buy |
7,078
+1,441
| +26% | +$93.5K | 0.03% | 335 |
|
|
2024
Q1 | $346K | Buy |
5,637
+1,417
| +34% | +$86.9K | 0.03% | 347 |
|
|
2023
Q4 | $217K | Buy |
4,220
+628
| +17% | +$32.3K | 0.02% | 414 |
|
|
2023
Q3 | $148K | Sell |
3,592
-1,577
| -31% | -$64.9K | 0.02% | 468 |
|
|
2023
Q2 | $238K | Sell |
5,169
-219
| -4% | -$10.1K | 0.03% | 365 |
|
|
2023
Q1 | $253K | Sell |
5,388
-147
| -3% | -$6.89K | 0.03% | 331 |
|
|
2022
Q4 | $250K | Buy |
5,535
+1,795
| +48% | +$81.2K | 0.04% | 319 |
|
|
2022
Q3 | $156K | Sell |
3,740
-1,290
| -26% | -$53.8K | 0.04% | 337 |
|
|
2022
Q2 | $231K | Buy |
5,030
+2,054
| +69% | +$94.3K | 0.06% | 242 |
|
|
2022
Q1 | $158K | Buy |
2,976
+298
| +11% | +$15.8K | 0.04% | 277 |
|
|
2021
Q4 | $162K | Buy |
+2,678
| New | +$162K | 0.05% | 255 |
|