Mission Wealth Management’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 | $412K | Hold |
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|
2025
Q1 | $344K | Sell |
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|
2024
Q4 | $380K | Sell |
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|
2024
Q3 | $354K | Buy |
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|
2024
Q2 | $351K | Buy |
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|
2024
Q1 | $291K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $193K | Sell |
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|
2022
Q1 | $244K | Sell |
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|
2021
Q4 | $321K | Sell |
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|
2021
Q3 | $481K | Buy |
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|
2021
Q2 | $473K | Sell |
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|
2021
Q1 | $541K | Buy |
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|
2020
Q4 | $229K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $228K | Sell |
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|
2018
Q2 | $221K | Buy |
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|
2018
Q1 | $211K | Buy |
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