HB Wealth 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
Q3 | $8.77M | Buy |
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|
2025
Q2 | $6.01M | Sell |
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|
2025
Q1 | $5.1M | Buy |
|
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|
2024
Q4 | $3.43M | Buy |
|
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|
2024
Q3 | $2.69M | Buy |
|
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|
2024
Q2 | $2.64M | Buy |
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|
2024
Q1 | $2.28M | Buy |
|
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|
2023
Q4 | $1.68M | Buy |
|
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|
2023
Q3 | $656K | Sell |
|
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|
2023
Q2 | $1.34M | Buy |
|
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|
2023
Q1 | $1.23M | Buy |
|
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|
2022
Q4 | $1.05M | Buy |
|
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|
2022
Q3 | $878K | Sell |
|
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|
2022
Q2 | $1.05M | Sell |
|
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $1.23M | Buy |
|