Financial Perspectives’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  | $55.4K | Hold | 
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| 
        
          
      
        2025
         Q2  | $46.5K | Hold | 
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| 
        
          
      
        2025
         Q1  | $38.8K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q4  | $38.4K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $34.2K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $34.6K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $34.5K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $28.5K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $22.5K | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $25.1K | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $25.6K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $24.7K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $22.8K | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $26K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $30.2K | Hold | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $34.2K | Hold | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $39.7K | Hold | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $40K | Sell | 
         | 
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| 
        
          
      
        2021
         Q1  | $566K | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q4  | $34.9K | Hold | 
         | 
    |||||
| 
        
          
      
        2020
         Q3  | $24.4K | Hold | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $28.9K | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $25.9K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $69.5K | Buy | 
         |