Jeppson Wealth Management’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 | $772K | Buy |
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|
2025
Q2 | $647K | Buy |
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|
2025
Q1 | $443K | Buy |
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|
2024
Q4 | $417K | Buy |
|
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|
2024
Q3 | $369K | Buy |
|
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|
2024
Q2 | $372K | Buy |
|
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|
2024
Q1 | $369K | Sell |
|
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|
2023
Q4 | $304K | Sell |
|
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|
2023
Q3 | $245K | Sell |
|
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|
2023
Q2 | $296K | Buy |
|
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|
2023
Q1 | $298K | Buy |
|
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|
2022
Q4 | $286K | Sell |
|
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|
2022
Q3 | $312K | Buy |
|
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|
2022
Q2 | $338K | Buy |
|
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|
2022
Q1 | $292K | Buy |
|
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|
2021
Q4 | $330K | Buy |
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|
2021
Q3 | $381K | Buy |
|
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|
2021
Q2 | $382K | Buy |
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|
2021
Q1 | $392K | Buy |
|
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|
2020
Q4 | $330K | Buy |
|
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|
2020
Q3 | $229K | Buy |
|