Retirement Planning Company of New England’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
$1.04M Sell
2025
Q2
$880K Buy
2025
Q1
$730K Buy
2024
Q4
$705K Sell
2024
Q3
$631K Buy
2024
Q2
$611K Buy
2024
Q1
$603K Sell
2023
Q4
$1.11M Buy
2023
Q3
$846K Buy
2023
Q2
$361K Sell
2023
Q1
$369K Sell
2022
Q4
$498K Buy
2022
Q3
$418K Buy
2022
Q2
$417K Sell
2022
Q1
$590K Buy
2021
Q4
$604K Buy