Exencial 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
Q3 | $720K | Buy |
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|
2025
Q2 | $587K | Sell |
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|
2025
Q1 | $500K | Buy |
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|
2024
Q4 | $489K | Sell |
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|
2024
Q3 | $458K | Sell |
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|
2024
Q2 | $539K | Sell |
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|
2024
Q1 | $555K | Buy |
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|
2023
Q4 | $417K | Buy |
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|
2023
Q3 | $241K | Sell |
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|
2023
Q2 | $397K | Buy |
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|
2023
Q1 | $306K | Sell |
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|
2022
Q4 | $296K | Sell |
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|
2022
Q3 | $309K | Buy |
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|
2022
Q2 | $256K | Sell |
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|
2022
Q1 | $382K | Buy |
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|
2021
Q4 | $404K | Buy |
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|
2021
Q3 | $381K | Sell |
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|
2021
Q2 | $400K | Sell |
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|
2021
Q1 | $484K | Sell |
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|
2020
Q4 | $416K | Sell |
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|
2020
Q3 | $378K | Sell |
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|
2020
Q2 | $501K | Sell |
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|
2020
Q1 | $421K | Buy |
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|
2019
Q4 | $724K | Sell |
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|
2019
Q3 | $659K | Sell |
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|
2019
Q2 | $701K | Hold |
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|
2019
Q1 | $623K | Buy |
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|
2018
Q4 | $518K | Buy |
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|
2018
Q3 | $681K | Sell |
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|
2018
Q2 | $637K | Buy |
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|
2018
Q1 | $614K | Buy |
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|
2017
Q4 | $660K | Sell |
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|
2017
Q3 | $705K | Buy |
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|
2017
Q2 | $584K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.07M | Sell |
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|
2015
Q3 | $1.44M | Buy |
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|
2015
Q2 | $1.41M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1.16M | Buy |
|