OHWA
Oak Hill Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Buy |
8,129
+500
| +7% | +$42.8K | 0.14% | 79 |
|
|
2025
Q1 | $542K | Sell |
7,629
-12
| -0.2% | -$852 | 0.13% | 84 |
|
|
2024
Q4 | $538K | Buy |
+7,641
| New | +$538K | 0.13% | 80 |
|
|
2024
Q3 | – | Sell |
-7,490
| Closed | -$475K | – | 27 |
|
|
2024
Q2 | $475K | Buy |
+7,490
| New | +$475K | 0.14% | 68 |
|
|
2024
Q1 | – | Sell |
-7,890
| Closed | -$406K | – | 21 |
|
|
2023
Q4 | $406K | Hold |
7,890
| – | – | 0.14% | 75 |
|
|
2023
Q3 | $325K | Sell |
7,890
-1,500
| -16% | -$61.7K | 0.13% | 76 |
|
|
2023
Q2 | $432K | Sell |
9,390
-1,600
| -15% | -$73.7K | 0.16% | 66 |
|
|
2023
Q1 | $515K | Sell |
10,990
-600
| -5% | -$28.1K | 0.2% | 61 |
|
|
2022
Q4 | $524K | Buy |
+11,590
| New | +$524K | 0.22% | 63 |
|