Navis Wealth 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 | $349K | Hold |
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|
2025
Q1 | $291K | Hold |
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|
2024
Q4 | $289K | Sell |
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|
2024
Q3 | $257K | Hold |
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|
2024
Q2 | $261K | Sell |
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|
2024
Q1 | $261K | Buy |
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|
2023
Q4 | $211K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $369K | Sell |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $1.27M | Hold |
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|
2022
Q2 | $1.41M | Hold |
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|
2022
Q1 | $1.63M | Hold |
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|
2021
Q4 | $1.85M | Hold |
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|
2021
Q3 | $2.15M | Hold |
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|
2021
Q2 | $2.17M | Hold |
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|
2021
Q1 | $2.23M | Hold |
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|
2020
Q4 | $1.89M | Buy |
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