Patriot Financial Group Insurance Agency’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 | $817K | Sell |
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|
2025
Q2 | $747K | Buy |
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|
2025
Q1 | $582K | Buy |
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|
2024
Q4 | $511K | Buy |
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|
2024
Q3 | $428K | Sell |
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|
2024
Q2 | $439K | Buy |
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|
2024
Q1 | $390K | Buy |
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|
2023
Q4 | $289K | Buy |
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|
2023
Q3 | $229K | Sell |
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|
2023
Q2 | $260K | Buy |
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|
2023
Q1 | $259K | Sell |
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|
2022
Q4 | $273K | Sell |
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|
2022
Q3 | $274K | Buy |
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|
2022
Q2 | $285K | Buy |
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|
2022
Q1 | $302K | Sell |
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|
2021
Q4 | $373K | Sell |
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|
2021
Q3 | $467K | Buy |
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|
2021
Q2 | $431K | Buy |
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|
2021
Q1 | $338K | Buy |
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|
2020
Q4 | $259K | Buy |
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|
2020
Q3 | $121K | Buy |
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|
2020
Q2 | $141K | Buy |
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|
2020
Q1 | $111K | Buy |
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|
2019
Q4 | $139K | Buy |
|
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|
2019
Q3 | $120K | Sell |
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|
2019
Q2 | $129K | Buy |
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|
2019
Q1 | $110K | Buy |
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|
2018
Q4 | $16K | Sell |
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|
2018
Q3 | $26K | Buy |
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|
2018
Q2 | $3K | Sell |
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|
2018
Q1 | $88K | Buy |
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|
2017
Q4 | $23K | Sell |
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|
2017
Q3 | $25K | Hold |
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|
2017
Q2 | $22K | Sell |
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|
2017
Q1 | $55K | Hold |
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|
2016
Q4 | $52K | Buy |
|