Sendero 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
Q3
$366K Hold
2025
Q2
$307K Buy
2025
Q1
$229K Buy
2024
Q4
$211K Buy
2023
Q4
Sell
2023
Q3
$425K Sell
2023
Q2
$1.23M Buy
2023
Q1
$1.19M Buy
2022
Q4
$958K Buy
2022
Q3
$876K Buy
2022
Q2
$901K Buy
2022
Q1
$829K Sell
2021
Q4
$977K Buy