Perigon Wealth Management’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 | $7.67M | Buy |
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|
2025
Q2 | $5.06M | Sell |
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|
2025
Q1 | $4.86M | Sell |
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|
2024
Q4 | $6.17M | Buy |
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|
2024
Q3 | $3.72M | Sell |
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|
2024
Q2 | $3.78M | Buy |
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|
2024
Q1 | $3.1M | Buy |
|
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|
2023
Q4 | $1.88M | Buy |
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|
2023
Q3 | $987K | Buy |
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|
2023
Q2 | $928K | Sell |
|
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $853K | Buy |
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|
2022
Q2 | $817K | Buy |
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|
2022
Q1 | $730K | Buy |
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|
2021
Q4 | $801K | Sell |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $998K | Buy |
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|
2020
Q4 | $843K | Buy |
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|
2020
Q3 | $486K | Sell |
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|
2020
Q2 | $760K | Sell |
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|
2020
Q1 | $809K | Buy |
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|
2019
Q4 | $635K | Buy |
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|
2019
Q3 | $540K | Buy |
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|
2019
Q2 | $462K | Buy |
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|
2019
Q1 | $383K | Sell |
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|
2018
Q4 | $416K | Buy |
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|
2018
Q3 | $372K | Buy |
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|
2018
Q2 | – | Sell |
|
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|
2018
Q1 | $86K | Buy |
|
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|
2017
Q4 | $93K | Hold |
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|
2017
Q3 | $91K | Buy |
|
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|
2017
Q2 | $56K | Hold |
|
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|
2017
Q1 | $50K | Hold |
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|
2016
Q4 | $51K | Hold |
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|
2016
Q3 | $40K | Sell |
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|
2016
Q2 | $174K | Buy |
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|
2016
Q1 | $168K | Hold |
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|
2015
Q4 | $209K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $223K | Hold |
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|
2015
Q1 | $208K | Hold |
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|
2014
Q4 | $218K | Hold |
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|
2014
Q3 | $209K | Buy |
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