OneAscent Financial Services’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $441K | Sell |
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|
2025
Q1 | $674K | Buy |
|
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|
2024
Q4 | $312K | Buy |
|
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|
2024
Q3 | $252K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $275K | Sell |
|
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|
2023
Q4 | $238K | Buy |
|
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $392K | Buy |
|
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|
2020
Q2 | $426K | Buy |
|
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|
2020
Q1 | $340K | Sell |
|
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|
2019
Q4 | $759K | Buy |
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|
2019
Q3 | – | Sell |
|
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|
2019
Q2 | $749K | Buy |
|