Forvis Mazars 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 | $201K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $296K | Sell |
|
|||||
|
2020
Q3 | $867K | Buy |
|
|||||
|
2020
Q2 | $358K | Sell |
|
|||||
|
2020
Q1 | $363K | Sell |
|
|||||
|
2019
Q4 | $744K | Buy |
|
|||||
|
2019
Q3 | $577K | Buy |
|
|||||
|
2019
Q2 | $576K | Sell |
|
|||||
|
2019
Q1 | $522K | Buy |
|
|||||
|
2018
Q4 | $420K | Sell |
|
|||||
|
2018
Q3 | $683K | Sell |
|
|||||
|
2018
Q2 | $638K | Sell |
|
|||||
|
2018
Q1 | $891K | Buy |
|
|||||
|
2017
Q4 | $696K | Sell |
|
|||||
|
2017
Q3 | $712K | Buy |
|
|||||
|
2017
Q2 | $630K | Buy |
|
|||||
|
2017
Q1 | $457K | Sell |
|
|||||
|
2016
Q4 | $470K | Buy |
|
|||||
|
2016
Q3 | $325K | Buy |
|
|||||
|
2016
Q2 | $248K | Sell |
|
|||||
|
2016
Q1 | $272K | Sell |
|
|||||
|
2015
Q4 | $553K | Buy |
|
|||||
|
2015
Q3 | $501K | Buy |
|
|||||
|
2015
Q2 | $332K | Buy |
|
|||||
|
2015
Q1 | $306K | Buy |
|
|||||
|
2014
Q4 | $312K | Sell |
|
|||||
|
2014
Q3 | $383K | Sell |
|
|||||
|
2014
Q2 | $350K | Sell |
|
|||||
|
2014
Q1 | $504K | Sell |
|
|||||
|
2013
Q4 | $593K | Sell |
|
|||||
|
2013
Q3 | $571K | Buy |
|
|||||
|
2013
Q2 | $523K | Buy |
|