SageView Advisory Group’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $972K | Buy |
10,175
+604
| +6% | +$57.7K | 0.04% | 248 |
|
|
2025
Q1 | $679K | Buy |
9,571
+6
| +0.1% | +$426 | 0.03% | 282 |
|
|
2024
Q4 | $673K | Buy |
9,565
+688
| +8% | +$48.4K | 0.03% | 288 |
|
|
2024
Q3 | $556K | Sell |
8,877
-4,950
| -36% | -$310K | 0.03% | 287 |
|
|
2024
Q2 | $877K | Buy |
13,827
+4,312
| +45% | +$274K | 0.04% | 245 |
|
|
2024
Q1 | $602K | Sell |
9,515
-4,846
| -34% | -$306K | 0.03% | 283 |
|
|
2023
Q4 | $820K | Buy |
14,361
+4,807
| +50% | +$274K | 0.04% | 290 |
|
|
2023
Q3 | $393K | Sell |
9,554
-1,574
| -14% | -$64.7K | 0.02% | 366 |
|
|
2023
Q2 | $512K | Buy |
+11,128
| New | +$512K | 0.03% | 351 |
|