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