Heritage Wealth Advisors’s CITIGROUP INC. Depositary Shares, Each Representing a 1/1,000th Interest in a Share of 7.125% Fixed Rate / Floating Rate Noncumulative Preferred Stock, Series J C.PRJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $129K | Hold |
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|
2023
Q1 | $129K | Hold |
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|
2022
Q4 | $127K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $448K | Buy |
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|
2022
Q1 | $141K | Buy |
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|
2021
Q4 | $149K | Hold |
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|
2021
Q3 | $162K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $167K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $72.5K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $20K | Hold |
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|
2018
Q3 | $22K | Buy |
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