HWA
HHM Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.5K | Sell |
523
-2
| -0.4% | -$170 | 0.01% | 391 |
|
|
2025
Q1 | $37.3K | Buy |
525
+467
| +805% | +$33.2K | 0.01% | 406 |
|
|
2024
Q4 | $4.08K | Buy |
+58
| New | +$4.08K | ﹤0.01% | 695 |
|
|
2024
Q2 | – | Sell |
-212
| Closed | -$13.4K | – | 795 |
|
|
2024
Q1 | $13.4K | Hold |
212
| – | – | ﹤0.01% | 476 |
|
|
2023
Q4 | $10.9K | Hold |
212
| – | – | ﹤0.01% | 496 |
|
|
2023
Q3 | $8.72K | Hold |
212
| – | – | ﹤0.01% | 527 |
|
|
2023
Q2 | $9.76K | Hold |
212
| – | – | ﹤0.01% | 533 |
|
|
2023
Q1 | $9.94K | Sell |
212
-75
| -26% | -$3.52K | ﹤0.01% | 529 |
|
|
2022
Q4 | $13K | Buy |
287
+39
| +16% | +$1.76K | ﹤0.01% | 417 |
|
|
2022
Q3 | $10K | Sell |
248
-225
| -48% | -$9.07K | ﹤0.01% | 432 |
|
|
2022
Q2 | $22K | Buy |
473
+65
| +16% | +$3.02K | 0.01% | 411 |
|
|
2022
Q1 | $22K | Hold |
408
| – | – | 0.01% | 427 |
|
|
2021
Q4 | $25K | Hold |
408
| – | – | 0.01% | 394 |
|
|
2021
Q3 | $29K | Hold |
408
| – | – | 0.01% | 361 |
|
|
2021
Q2 | $29K | Hold |
408
| – | – | 0.01% | 355 |
|
|
2021
Q1 | $30K | Hold |
408
| – | – | 0.01% | 336 |
|
|
2020
Q4 | $25K | Sell |
408
-100
| -20% | -$6.13K | 0.01% | 330 |
|
|
2020
Q3 | $22K | Hold |
508
| – | – | 0.01% | 303 |
|
|
2020
Q2 | $26K | Hold |
508
| – | – | 0.01% | 284 |
|
|
2020
Q1 | $21K | Buy |
+508
| New | +$21K | 0.01% | 291 |
|