Klingman & Associates’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 | $1.93M | Buy |
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|
2025
Q2 | $1.56M | Buy |
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|
2025
Q1 | $259K | Sell |
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|
2024
Q4 | $273K | Buy |
|
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|
2024
Q3 | $200K | Sell |
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|
2024
Q2 | $206K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $233K | Sell |
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|
2016
Q4 | $305K | Sell |
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|
2016
Q3 | $274K | Hold |
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|
2016
Q2 | $246K | Sell |
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|
2016
Q1 | $242K | Hold |
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|
2015
Q4 | $300K | Hold |
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|
2015
Q3 | $287K | Hold |
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|
2015
Q2 | $320K | Hold |
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|
2015
Q1 | $299K | Sell |
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|
2014
Q4 | $333K | Buy |
|