Robertson Stephens 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
Q2 | $2.16M | Sell |
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|
2025
Q1 | $2.6M | Sell |
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|
2024
Q4 | $2.75M | Buy |
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|
2024
Q3 | $2.43M | Sell |
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|
2024
Q2 | $2.54M | Buy |
|
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|
2024
Q1 | $2.38M | Buy |
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|
2023
Q4 | $1.51M | Buy |
|
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|
2023
Q3 | $764K | Buy |
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|
2023
Q2 | $767K | Buy |
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|
2023
Q1 | $689K | Sell |
|
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|
2022
Q4 | $682K | Sell |
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|
2022
Q3 | $654K | Sell |
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|
2022
Q2 | $916K | Sell |
|
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|
2022
Q1 | $1.21M | Sell |
|
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q3 | $966K | Buy |
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|
2021
Q2 | $924K | Sell |
|
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $761K | Buy |
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|
2020
Q3 | $517K | Sell |
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|
2020
Q2 | $645K | Buy |
|