Rise 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
Q3 | $115K | Sell |
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|
2025
Q2 | $689K | Buy |
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|
2025
Q1 | $77.2K | Buy |
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|
2024
Q4 | $70.2K | Sell |
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|
2024
Q3 | $68.2K | Buy |
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|
2024
Q2 | $68.5K | Buy |
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|
2024
Q1 | $61.5K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $154 | Sell |
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|
2023
Q2 | $9.35K | Buy |
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|
2023
Q1 | $9.42K | Buy |
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|
2022
Q4 | $8.99K | Sell |
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|
2022
Q3 | $36K | Buy |
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|
2022
Q2 | $39K | Buy |
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|
2022
Q1 | $35K | Buy |
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|
2021
Q4 | $3.2K | Buy |
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