Heritage 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 | $120K | Hold |
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|
2025
Q1 | $100K | Sell |
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|
2024
Q4 | $102K | Buy |
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|
2024
Q3 | $90K | Buy |
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|
2024
Q2 | $74.4K | Hold |
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|
2024
Q1 | $74.1K | Sell |
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|
2023
Q4 | $126K | Buy |
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|
2023
Q3 | $57.6K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $298K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $165K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $208K | Sell |
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|
2020
Q3 | $184K | Buy |
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|
2020
Q2 | $171K | Buy |
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|
2020
Q1 | $75.7K | Sell |
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|
2019
Q4 | $413K | Buy |
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|
2019
Q3 | $349K | Buy |
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|
2019
Q2 | $364K | Buy |
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|
2019
Q1 | $301K | Buy |
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|
2018
Q4 | $35K | Sell |
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|
2018
Q3 | $58K | Buy |
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