Sightline Wealth 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
Q2 | $420K | Buy |
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|
2025
Q1 | $348K | Buy |
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|
2024
Q4 | $343K | Buy |
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|
2024
Q3 | $303K | Buy |
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|
2024
Q2 | $305K | Buy |
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|
2024
Q1 | $302K | Buy |
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|
2023
Q4 | $244K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $216K | Hold |
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|
2023
Q1 | $216K | Sell |
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|
2022
Q4 | $211K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $221K | Buy |
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|
2021
Q3 | $249K | Buy |
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|
2021
Q2 | $250K | Buy |
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|
2021
Q1 | $256K | Buy |
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|
2020
Q4 | $215K | Buy |
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