HHM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $40.9K | Buy |
292
+199
| +214% | +$25.9K | ﹤0.01% | 415 |
|
|
2026
Q1 | $10.5K | Buy |
93
+35
| +60% | +$3.99K | ﹤0.01% | 636 |
|
|
2025
Q4 | $6.77K | Hold |
58
| – | – | ﹤0.01% | 663 |
|
|
2025
Q3 | $5.89K | Sell |
58
-465
| -89% | -$44.1K | ﹤0.01% | 704 |
|
|
2025
Q2 | $44.5K | Sell |
523
-2
| -0.4% | -$145 | 0.01% | 391 |
|
|
2025
Q1 | $37.3K | Buy |
525
+467
| +805% | +$35.6K | 0.01% | 406 |
|
|
2024
Q4 | $4.08K | Buy |
+58
| New | +$3.91K | ﹤0.01% | 695 |
|
|
2024
Q2 | – | Sell |
-212
| Closed | -$13.4K | – | 795 |
|
|
2024
Q1 | $13.4K | Hold |
212
| – | – | ﹤0.01% | 477 |
|
|
2023
Q4 | $10.9K | Hold |
212
| – | – | ﹤0.01% | 499 |
|
|
2023
Q3 | $8.72K | Hold |
212
| – | – | ﹤0.01% | 527 |
|
|
2023
Q2 | $9.76K | Hold |
212
| – | – | ﹤0.01% | 536 |
|
|
2023
Q1 | $9.94K | Sell |
212
-75
| -26% | -$3.68K | ﹤0.01% | 529 |
|
|
2022
Q4 | $13K | Buy |
287
+39
| +16% | +$1.77K | ﹤0.01% | 417 |
|
|
2022
Q3 | $10K | Sell |
248
-225
| -48% | -$11.1K | ﹤0.01% | 432 |
|
|
2022
Q2 | $22K | Buy |
473
+65
| +16% | +$3.25K | 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% | -$5.08K | 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 | +$34.1K | 0.01% | 291 |
|
Other funds holding C
SP
DC
SEIA
CNB
P
DLA
QCM
