Keudell/Morrison 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
Q2 | $371K | Sell |
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|
2025
Q1 | $314K | Sell |
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|
2024
Q4 | $314K | Buy |
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|
2024
Q3 | $266K | Sell |
|
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|
2024
Q2 | $309K | Buy |
|
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|
2024
Q1 | $307K | Buy |
|
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $248K | Buy |
|
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|
2023
Q2 | $277K | Buy |
|
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|
2023
Q1 | $282K | Sell |
|
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|
2022
Q4 | $274K | Sell |
|
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|
2022
Q3 | $263K | Buy |
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|
2022
Q2 | $289K | Sell |
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|
2022
Q1 | $365K | Buy |
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|
2021
Q4 | $401K | Sell |
|
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|
2021
Q3 | $470K | Buy |
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|
2021
Q2 | $397K | Sell |
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|
2021
Q1 | $533K | Buy |
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|
2020
Q4 | $405K | Buy |
|
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|
2020
Q3 | $229K | Buy |
|
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|
2020
Q2 | $269K | Buy |
|
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|
2020
Q1 | $210K | Buy |
|
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|
2019
Q4 | $370K | Sell |
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|
2019
Q3 | $333K | Sell |
|
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|
2019
Q2 | $323K | Hold |
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|
2019
Q1 | $309K | Buy |
|