Mount Yale 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 | $3.71M | Sell |
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|
2025
Q1 | $3.3M | Sell |
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|
2024
Q4 | $4.57M | Sell |
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|
2024
Q3 | $5.29M | Sell |
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|
2024
Q2 | $6.49M | Sell |
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|
2024
Q1 | $7.49M | Sell |
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|
2023
Q4 | $6.64M | Sell |
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|
2023
Q3 | $6.09M | Buy |
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|
2023
Q2 | $5.95M | Sell |
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|
2023
Q1 | $6.09M | Buy |
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|
2022
Q4 | $3.87M | Sell |
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|
2022
Q3 | $5.22M | Buy |
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|
2022
Q2 | $5.54M | Buy |
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|
2022
Q1 | $5.72M | Buy |
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|
2021
Q4 | $6.13M | Sell |
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|
2021
Q3 | $7.61M | Buy |
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|
2021
Q2 | $7.61M | Sell |
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|
2021
Q1 | $7.91M | Sell |
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|
2020
Q4 | $7.08M | Sell |
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|
2020
Q3 | $5.17M | Buy |
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|
2020
Q2 | $5.33M | Buy |
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|
2020
Q1 | $4.33M | Sell |
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|
2019
Q4 | $7.79M | Sell |
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|
2019
Q3 | $7.96M | Sell |
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|
2019
Q2 | $7.2M | Sell |
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|
2019
Q1 | $6.99M | Sell |
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|
2018
Q4 | $7.24M | Buy |
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|
2018
Q3 | $7.82M | Buy |
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|
2018
Q2 | $728K | Sell |
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|
2018
Q1 | $781K | Buy |
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