Legacy 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 | $1.6M | Buy |
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|
2025
Q1 | $365K | Buy |
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|
2024
Q4 | $243K | Buy |
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|
2024
Q3 | $215K | Sell |
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|
2024
Q2 | $259K | Buy |
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|
2024
Q1 | $247K | Sell |
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|
2023
Q4 | $203K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $248K | Sell |
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|
2023
Q1 | $278K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $241K | Buy |
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|
2021
Q4 | $213K | Sell |
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|
2021
Q3 | $278K | Buy |
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|
2021
Q2 | $217K | Sell |
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|
2021
Q1 | $243K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $402K | Sell |
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|
2019
Q3 | $351K | Sell |
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|
2019
Q2 | $359K | Sell |
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|
2019
Q1 | $337K | Buy |
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|
2018
Q4 | $124K | Buy |
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|
2018
Q3 | $99K | Buy |
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|
2018
Q2 | $84K | Buy |
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|
2018
Q1 | $86K | Buy |
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|
2017
Q4 | $89K | Buy |
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