Moneta Group Investment 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 | $816K | Sell |
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|
2025
Q1 | $704K | Buy |
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|
2024
Q4 | $579K | Buy |
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|
2024
Q3 | $439K | Sell |
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|
2024
Q2 | $488K | Buy |
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|
2024
Q1 | $466K | Buy |
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|
2023
Q4 | $305K | Buy |
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|
2023
Q3 | $230K | Sell |
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|
2023
Q2 | $276K | Sell |
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|
2023
Q1 | $350K | Buy |
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|
2022
Q4 | $288K | Sell |
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|
2022
Q3 | $358K | Sell |
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|
2022
Q2 | $466K | Sell |
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|
2022
Q1 | $585K | Sell |
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|
2021
Q4 | $844K | Buy |
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|
2021
Q3 | $927K | Buy |
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|
2021
Q2 | $907K | Buy |
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|
2021
Q1 | $652K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.21M | Sell |
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|
2019
Q3 | $1.2M | Buy |
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|
2019
Q2 | $1M | Buy |
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|
2019
Q1 | $801K | Sell |
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|
2018
Q4 | $690K | Sell |
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|
2018
Q3 | $998K | Sell |
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|
2018
Q2 | $1.08M | Buy |
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|
2018
Q1 | $999K | Buy |
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|
2017
Q4 | $1.08M | Buy |
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|
2017
Q3 | $830K | Sell |
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|
2017
Q2 | $874K | Buy |
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|
2017
Q1 | $643K | Buy |
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|
2016
Q4 | $627K | Buy |
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|
2016
Q3 | $484K | Hold |
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|
2016
Q2 | $435K | Sell |
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|
2016
Q1 | $527K | Buy |
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|
2015
Q4 | $526K | Buy |
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|
2015
Q3 | $157K | Sell |
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|
2015
Q2 | $561K | Buy |
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|
2015
Q1 | $472K | Hold |
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|
2014
Q4 | $496K | Hold |
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|
2014
Q3 | $475K | Buy |
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|
2014
Q2 | $324K | Sell |
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|
2014
Q1 | $328K | Buy |
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|
2013
Q4 | $322K | Sell |
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|
2013
Q3 | $301K | Buy |
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|
2013
Q2 | $297K | Buy |
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