Kelleher Financial 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 | $607K | Buy |
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|
2025
Q1 | $506K | Sell |
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|
2024
Q4 | $504K | Buy |
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|
2024
Q3 | $436K | Buy |
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|
2024
Q2 | $442K | Sell |
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|
2024
Q1 | $594K | Buy |
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|
2023
Q4 | $358K | Buy |
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|
2023
Q3 | $278K | Sell |
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|
2023
Q2 | $328K | Buy |
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|
2023
Q1 | $334K | Buy |
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|
2022
Q4 | $322K | Buy |
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|
2022
Q3 | $296K | Sell |
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|
2022
Q2 | $331K | Buy |
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|
2022
Q1 | $384K | Buy |
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|
2021
Q4 | $434K | Buy |
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|
2021
Q3 | $497K | Sell |
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|
2021
Q2 | $509K | Sell |
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|
2021
Q1 | $996K | Buy |
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|
2020
Q4 | $474K | Buy |
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|
2020
Q3 | $331K | Buy |
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|
2020
Q2 | $387K | Sell |
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|
2020
Q1 | $343K | Sell |
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|
2019
Q4 | $751K | Sell |
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|
2019
Q3 | $656K | Hold |
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|
2019
Q2 | $665K | Buy |
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|
2018
Q4 | $494K | Hold |
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|
2018
Q3 | $681K | Sell |
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|
2018
Q2 | $652K | Hold |
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|
2018
Q1 | $658K | Hold |
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|
2017
Q4 | $725K | Sell |
|
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|
2017
Q3 | $1.28M | Sell |
|
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|
2017
Q2 | $1.18M | Hold |
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|
2017
Q1 | $1.06M | Sell |
|
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|
2016
Q4 | $1.48M | Buy |
|
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|
2016
Q3 | $281K | Buy |
|
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|
2016
Q2 | $213K | Sell |
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|
2016
Q1 | $560K | Buy |
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|
2015
Q4 | $276K | Hold |
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|
2015
Q3 | $265K | Hold |
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|
2015
Q2 | $295K | Buy |
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|
2015
Q1 | $208K | Hold |
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|
2014
Q4 | $218K | Buy |
|