Modera 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
Q3 | $681K | Sell |
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|
2025
Q2 | $591K | Buy |
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|
2025
Q1 | $492K | Sell |
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|
2024
Q4 | $537K | Buy |
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|
2024
Q3 | $442K | Sell |
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|
2024
Q2 | $524K | Sell |
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|
2024
Q1 | $564K | Buy |
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|
2023
Q4 | $435K | Sell |
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|
2023
Q3 | $359K | Sell |
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|
2023
Q2 | $406K | Buy |
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|
2023
Q1 | $288K | Buy |
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|
2022
Q4 | $271K | Buy |
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|
2022
Q3 | $247K | Sell |
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|
2022
Q2 | $314K | Buy |
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|
2022
Q1 | $283K | Sell |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $347K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $278K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $220K | Sell |
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|
2018
Q2 | $211K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $253K | Buy |
|