GeoWealth Management’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 | $548K | Sell |
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2025
Q1 | $590K | Sell |
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2024
Q4 | $798K | Buy |
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2024
Q3 | $644K | Sell |
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2024
Q2 | $674K | Buy |
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2024
Q1 | $554K | Buy |
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2023
Q4 | $308K | Buy |
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2023
Q3 | $114K | Sell |
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2023
Q2 | $127K | Sell |
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2023
Q1 | $131K | Buy |
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2022
Q3 | – | Sell |
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2022
Q2 | $201K | Sell |
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2022
Q1 | $259K | Sell |
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2021
Q4 | $394K | Buy |
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2021
Q3 | $447K | Sell |
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2021
Q2 | $457K | Buy |
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2021
Q1 | $401K | Buy |
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