Loring Wolcott & Coolidge Fiduciary 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
Q3 | $666K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $68.9K | Hold |
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|
2024
Q3 | $53.5K | Hold |
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|
2024
Q2 | $57.2K | Hold |
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|
2024
Q1 | $51.8K | Hold |
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|
2023
Q4 | $47.7K | Hold |
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|
2023
Q3 | $35.1K | Sell |
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|
2023
Q2 | $140K | Buy |
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|
2023
Q1 | $135K | Hold |
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|
2022
Q4 | $130K | Sell |
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|
2022
Q3 | $120K | Hold |
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|
2022
Q2 | $133K | Buy |
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|
2022
Q1 | $152K | Hold |
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|
2021
Q4 | $172K | Sell |
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|
2021
Q3 | $208K | Sell |
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|
2021
Q2 | $228K | Sell |
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|
2021
Q1 | $242K | Sell |
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|
2020
Q4 | $328K | Buy |
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|
2020
Q3 | $88K | Sell |
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|
2020
Q2 | $189K | Buy |
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|
2020
Q1 | $152K | Buy |
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|
2019
Q4 | $284K | Sell |
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|
2019
Q3 | $266K | Sell |
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|
2019
Q2 | $314K | Buy |
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|
2019
Q1 | $170K | Sell |
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|
2018
Q4 | $155K | Buy |
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|
2018
Q3 | $190K | Hold |
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|
2018
Q2 | $177K | Hold |
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|
2018
Q1 | $178K | Hold |
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|
2017
Q4 | $197K | Sell |
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|
2017
Q3 | $224K | Buy |
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|
2017
Q2 | $137K | Sell |
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|
2017
Q1 | $132K | Buy |
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|
2016
Q4 | $12K | Buy |
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|
2016
Q3 | $2K | Sell |
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|
2016
Q2 | $8K | Hold |
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|
2016
Q1 | $8K | Hold |
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|
2015
Q4 | $10K | Buy |
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