J.W. Cole 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
Q3 | $2.96M | Buy |
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|
2025
Q2 | $2.37M | Buy |
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|
2025
Q1 | $1.9M | Buy |
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|
2024
Q4 | $887K | Buy |
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|
2024
Q3 | $595K | Sell |
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|
2024
Q2 | $637K | Sell |
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|
2024
Q1 | $894K | Buy |
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|
2023
Q4 | $653K | Buy |
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|
2023
Q3 | $425K | Sell |
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|
2023
Q2 | $584K | Sell |
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|
2023
Q1 | $600K | Buy |
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|
2022
Q4 | $569K | Sell |
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|
2022
Q3 | $575K | Sell |
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|
2022
Q2 | $686K | Buy |
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|
2022
Q1 | $722K | Buy |
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|
2021
Q4 | $792K | Sell |
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|
2021
Q3 | $979K | Sell |
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|
2021
Q2 | $1.32M | Buy |
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|
2021
Q1 | $1.35M | Sell |
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|
2020
Q4 | $1.25M | Sell |
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|
2020
Q3 | $881K | Buy |
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|
2020
Q2 | $571K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.03M | Buy |
|