Montag & Associates’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 | $106K | Sell |
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|
2025
Q1 | $91.2K | Buy |
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|
2024
Q4 | $87.9K | Hold |
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|
2024
Q3 | $78.2K | Sell |
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|
2024
Q2 | $82.7K | Sell |
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|
2024
Q1 | $82.5K | Buy |
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|
2023
Q4 | $16.5K | Hold |
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|
2023
Q3 | $13.2K | Sell |
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|
2023
Q2 | $15.4K | Sell |
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|
2023
Q1 | $73.1K | Buy |
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|
2022
Q4 | $65.9K | Sell |
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|
2022
Q3 | $77K | Sell |
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|
2022
Q2 | $132K | Hold |
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|
2022
Q1 | $153K | Buy |
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|
2021
Q4 | $149K | Hold |
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|
2021
Q3 | $173K | Buy |
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|
2021
Q2 | $145K | Buy |
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|
2021
Q1 | $144K | Sell |
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|
2020
Q4 | $134K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $225K | Sell |
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|
2019
Q3 | $246K | Sell |
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|
2019
Q2 | $257K | Sell |
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|
2019
Q1 | $407K | Sell |
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|
2018
Q4 | $513K | Sell |
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|
2018
Q3 | $1.13M | Sell |
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|
2018
Q2 | $1.61M | Sell |
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|
2018
Q1 | $2.07M | Sell |
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|
2017
Q4 | $11.4M | Buy |
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|
2017
Q3 | $8.91M | Buy |
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|
2017
Q2 | $7.6M | Sell |
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|
2017
Q1 | $6.88M | Buy |
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|
2016
Q4 | $4.44M | Buy |
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|
2016
Q3 | $3.1M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $3.6M | Sell |
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|
2015
Q3 | $5.4M | Buy |
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|
2015
Q2 | $1.41M | Sell |
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|
2015
Q1 | $3.98M | Sell |
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|
2014
Q4 | $4.82M | Sell |
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|
2014
Q3 | $4.74M | Sell |
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|
2014
Q2 | $5.41M | Sell |
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|
2014
Q1 | $5.76M | Buy |
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|
2013
Q4 | $2.33M | Buy |
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|
2013
Q3 | $476K | Sell |
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|
2013
Q2 | $677K | Buy |
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