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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.4K | Sell |
145
-48
| -25% | -$5.47K | ﹤0.01% | 454 |
|
|
2025
Q4 | $22.5K | Hold |
193
| – | – | ﹤0.01% | 434 |
|
|
2025
Q3 | $19.6K | Buy |
193
+94
| +95% | +$8.92K | ﹤0.01% | 467 |
|
|
2025
Q2 | $8.43K | Sell |
99
-70
| -41% | -$5.06K | ﹤0.01% | 583 |
|
|
2025
Q1 | $12K | Sell |
169
-73
| -30% | -$5.57K | ﹤0.01% | 541 |
|
|
2024
Q4 | $17K | Buy |
242
+143
| +144% | +$9.64K | ﹤0.01% | 514 |
|
|
2024
Q3 | $6.2K | Sell |
99
-191
| -66% | -$11.8K | ﹤0.01% | 658 |
|
|
2024
Q2 | $18.4K | Buy |
290
+110
| +61% | +$6.78K | ﹤0.01% | 495 |
|
|
2024
Q1 | $11.4K | Sell |
180
-4,054
| -96% | -$226K | ﹤0.01% | 586 |
|
|
2023
Q4 | $218K | Buy |
4,234
+4,021
| +1,888% | +$178K | 0.02% | 158 |
|
|
2023
Q3 | $8.76K | Sell |
213
-22
| -9% | -$966 | ﹤0.01% | 545 |
|
|
2023
Q2 | $10.8K | Buy |
235
+22
| +10% | +$1.03K | ﹤0.01% | 542 |
|
|
2023
Q1 | $9.99K | Sell |
213
-155
| -42% | -$7.61K | ﹤0.01% | 562 |
|
|
2022
Q4 | $16.6K | Hold |
368
| – | – | ﹤0.01% | 502 |
|
|
2022
Q3 | $15K | Sell |
368
-102
| -22% | -$5.04K | ﹤0.01% | 513 |
|
|
2022
Q2 | $22K | Buy |
470
+37
| +9% | +$1.85K | ﹤0.01% | 444 |
|
|
2022
Q1 | $23K | Sell |
433
-539
| -55% | -$33.3K | ﹤0.01% | 465 |
|
|
2021
Q4 | $59K | Sell |
972
-708
| -42% | -$47.1K | 0.01% | 327 |
|
|
2021
Q3 | $118K | Buy |
1,680
+109
| +7% | +$7.62K | 0.03% | 244 |
|
|
2021
Q2 | $111K | Sell |
1,571
-343
| -18% | -$25.4K | 0.03% | 236 |
|
|
2021
Q1 | $139K | Buy |
1,914
+1,067
| +126% | +$71.2K | 0.04% | 209 |
|
|
2020
Q4 | $52K | Sell |
847
-143
| -14% | -$7.27K | 0.02% | 351 |
|
|
2020
Q3 | $43K | Sell |
990
-279
| -22% | -$13.9K | 0.02% | 347 |
|
|
2020
Q2 | $65K | Buy |
1,269
+474
| +60% | +$22.5K | 0.03% | 262 |
|
|
2020
Q1 | $33K | Buy |
795
+26
| +3% | +$1.75K | 0.02% | 320 |
|
|
2019
Q4 | $61K | Buy |
769
+384
| +100% | +$28.4K | 0.02% | 293 |
|
|
2019
Q3 | $27K | Buy |
385
+46
| +14% | +$3.13K | 0.01% | 437 |
|
|
2019
Q2 | $24K | Sell |
339
-24
| -7% | -$1.61K | 0.01% | 452 |
|
|
2019
Q1 | $23K | Sell |
363
-30
| -8% | -$1.86K | 0.01% | 455 |
|
|
2018
Q4 | $20K | Sell |
393
-643
| -62% | -$40.7K | 0.01% | 428 |
|
|
2018
Q3 | $74K | Buy |
1,036
+350
| +51% | +$24.7K | 0.02% | 245 |
|
|
2018
Q2 | $46K | Sell |
686
-756
| -52% | -$52K | 0.02% | 339 |
|
|
2018
Q1 | $97K | Buy |
1,442
+135
| +10% | +$10.1K | 0.05% | 239 |
|
|
2017
Q4 | $97K | Buy |
1,307
+50
| +4% | +$3.7K | 0.05% | 230 |
|
|
2017
Q3 | $91K | Buy |
1,257
+136
| +12% | +$9.29K | 0.05% | 214 |
|
|
2017
Q2 | $75K | Hold |
1,121
| – | – | 0.05% | 250 |
|
|
2017
Q1 | $67K | Buy |
1,121
+70
| +7% | +$4.14K | 0.04% | 261 |
|
|
2016
Q4 | $62K | Buy |
1,051
+46
| +5% | +$2.48K | 0.04% | 287 |
|
|
2016
Q3 | $47K | Sell |
1,005
-718
| -42% | -$32.7K | 0.03% | 339 |
|
|
2016
Q2 | $73K | Buy |
1,723
+592
| +52% | +$26.2K | 0.05% | 234 |
|
|
2016
Q1 | $47K | Sell |
1,131
-352
| -24% | -$14.7K | 0.04% | 274 |
|
|
2015
Q4 | $77K | Sell |
1,483
-2
| -0.1% | -$106 | 0.06% | 221 |
|
|
2015
Q3 | $74K | Buy |
1,485
+154
| +12% | +$8.41K | 0.06% | 219 |
|
|
2015
Q2 | $74K | Sell |
1,331
-284
| -18% | -$15.5K | 0.05% | 232 |
|
|
2015
Q1 | $83K | Hold |
1,615
| – | – | 0.06% | 209 |
|
|
2014
Q4 | $87K | Sell |
1,615
-13
| -0.8% | -$690 | 0.06% | 200 |
|
|
2014
Q3 | $84K | Buy |
1,628
+38
| +2% | +$1.91K | 0.07% | 187 |
|
|
2014
Q2 | $75K | Buy |
1,590
+1,188
| +296% | +$56.5K | 0.07% | 177 |
|
|
2014
Q1 | $19K | Sell |
402
-805
| -67% | -$40.1K | 0.02% | 260 |
|
|
2013
Q4 | $63K | Buy |
1,207
+890
| +281% | +$45K | 0.04% | 198 |
|
|
2013
Q3 | $15K | Buy |
317
+226
| +248% | +$11.4K | 0.01% | 318 |
|
|
2013
Q2 | $4K | Buy |
+91
| New | +$4.38K | ﹤0.01% | 458 |
|
Other funds holding C
VCM
VPM
