JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Sell |
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|
2025
Q1 | $349K | Buy |
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|
2024
Q4 | $321K | Buy |
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|
2024
Q3 | $254K | Buy |
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|
2024
Q2 | $147K | Buy |
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|
2024
Q1 | $143K | Buy |
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|
2023
Q4 | $112K | Buy |
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|
2023
Q3 | $89K | Sell |
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|
2023
Q2 | $107K | Sell |
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|
2023
Q1 | $110K | Sell |
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|
2022
Q4 | $114K | Sell |
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|
2022
Q3 | $108K | Buy |
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|
2022
Q2 | $87K | Sell |
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|
2022
Q1 | $115K | Buy |
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|
2021
Q4 | $116K | Buy |
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|
2021
Q3 | $118K | Buy |
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|
2021
Q2 | $88K | Sell |
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|
2021
Q1 | $97K | Sell |
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|
2020
Q4 | $94K | Buy |
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|
2020
Q3 | $57K | Hold |
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|
2020
Q2 | $67K | Buy |
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|
2020
Q1 | $54K | Sell |
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|
2019
Q4 | $111K | Buy |
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|
2019
Q3 | $89K | Buy |
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|
2019
Q2 | $87K | Sell |
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|
2019
Q1 | $83K | Hold |
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|
2018
Q4 | $69K | Sell |
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|
2018
Q3 | $164K | Sell |
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|
2018
Q2 | $160K | Buy |
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|
2018
Q1 | $154K | Sell |
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|
2017
Q4 | $180K | Buy |
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|
2017
Q3 | $170K | Sell |
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|
2017
Q2 | $158K | Sell |
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|
2017
Q1 | $142K | Hold |
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|
2016
Q4 | $142K | Sell |
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|
2016
Q3 | $126K | Sell |
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|
2016
Q2 | $114K | Sell |
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|
2016
Q1 | $114K | Sell |
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|
2015
Q4 | $142K | Hold |
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|
2015
Q3 | $136K | Sell |
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|
2015
Q2 | $180K | Sell |
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|
2015
Q1 | $182K | Sell |
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|
2014
Q4 | $207K | Buy |
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|
2014
Q3 | $179K | Buy |
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|
2014
Q2 | $149K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $308K | Buy |
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|
2013
Q3 | $259K | Buy |
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