Herold 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 | $899K | Buy |
|
|||||
|
2025
Q1 | $727K | Buy |
|
|||||
|
2024
Q4 | $650K | Sell |
|
|||||
|
2024
Q3 | $588K | Sell |
|
|||||
|
2024
Q2 | $634K | Hold |
|
|||||
|
2024
Q1 | $632K | Hold |
|
|||||
|
2023
Q4 | $514K | Buy |
|
|||||
|
2023
Q3 | $396K | Sell |
|
|||||
|
2023
Q2 | $467K | Sell |
|
|||||
|
2023
Q1 | $499K | Buy |
|
|||||
|
2022
Q4 | $478K | Buy |
|
|||||
|
2022
Q3 | $417K | Buy |
|
|||||
|
2022
Q2 | $444K | Buy |
|
|||||
|
2022
Q1 | $516K | Buy |
|
|||||
|
2021
Q4 | $535K | Sell |
|
|||||
|
2021
Q3 | $648K | Buy |
|