Marcum Wealth’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $389K | Buy |
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|
2024
Q4 | $358K | Buy |
|
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|
2024
Q3 | $313K | Sell |
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|
2024
Q2 | $347K | Buy |
|
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|
2024
Q1 | $344K | Buy |
|
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|
2023
Q4 | $266K | Buy |
|
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|
2023
Q3 | $209K | Sell |
|
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|
2023
Q2 | $286K | Buy |
|
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|
2023
Q1 | $287K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $292K | Buy |
|
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|
2022
Q2 | $307K | Buy |
|
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|
2022
Q1 | $341K | Buy |
|
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|
2021
Q4 | $307K | Sell |
|
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|
2021
Q3 | $486K | Buy |
|
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|
2021
Q2 | $483K | Sell |
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|
2021
Q1 | $498K | Buy |
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|
2020
Q4 | $229K | Buy |
|