Plante Moran Financial 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 | $8.43K | Sell |
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|
2025
Q1 | $12K | Sell |
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|
2024
Q4 | $17K | Buy |
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|
2024
Q3 | $6.2K | Sell |
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|
2024
Q2 | $18.4K | Buy |
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|
2024
Q1 | $11.4K | Sell |
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|
2023
Q4 | $218K | Buy |
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|
2023
Q3 | $8.76K | Sell |
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|
2023
Q2 | $10.8K | Buy |
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|
2023
Q1 | $9.99K | Sell |
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|
2022
Q4 | $16.6K | Hold |
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|
2022
Q3 | $15K | Sell |
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|
2022
Q2 | $22K | Buy |
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|
2022
Q1 | $23K | Sell |
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|
2021
Q4 | $59K | Sell |
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|
2021
Q3 | $118K | Buy |
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|
2021
Q2 | $111K | Sell |
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|
2021
Q1 | $139K | Buy |
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|
2020
Q4 | $52K | Sell |
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|
2020
Q3 | $43K | Sell |
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|
2020
Q2 | $65K | Buy |
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|
2020
Q1 | $33K | Buy |
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|
2019
Q4 | $61K | Buy |
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|
2019
Q3 | $27K | Buy |
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|
2019
Q2 | $24K | Sell |
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|
2019
Q1 | $23K | Sell |
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|
2018
Q4 | $20K | Sell |
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|
2018
Q3 | $74K | Buy |
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|
2018
Q2 | $46K | Sell |
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|
2018
Q1 | $97K | Buy |
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|
2017
Q4 | $97K | Buy |
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|
2017
Q3 | $91K | Buy |
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|
2017
Q2 | $75K | Hold |
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|
2017
Q1 | $67K | Buy |
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|
2016
Q4 | $62K | Buy |
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|
2016
Q3 | $47K | Sell |
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|
2016
Q2 | $73K | Buy |
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|
2016
Q1 | $47K | Sell |
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|
2015
Q4 | $77K | Sell |
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|
2015
Q3 | $74K | Buy |
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|
2015
Q2 | $74K | Sell |
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|
2015
Q1 | $83K | Hold |
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|
2014
Q4 | $87K | Sell |
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|
2014
Q3 | $84K | Buy |
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|
2014
Q2 | $75K | Buy |
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|
2014
Q1 | $19K | Sell |
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|
2013
Q4 | $63K | Buy |
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|
2013
Q3 | $15K | Buy |
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|
2013
Q2 | $4K | Buy |
|