KMG Fiduciary Partners’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
$1.07M Sell
2025
Q2
$909K Sell
2025
Q1
$891K Sell
2024
Q4
$2.84M Sell
2024
Q3
$2.55M Buy
2024
Q2
$2.58M Sell
2024
Q1
$2.6M Sell
2023
Q4
$2.58M Buy
2023
Q3
$1.98M Buy
2023
Q2
$2.14M Buy
2023
Q1
$1.75M Buy
2022
Q4
$1.02M Buy
2022
Q3
$884K Buy
2022
Q2
$930K Buy
2022
Q1
$641K Buy
2020
Q2
Sell
2020
Q1
$836K Buy