SOA Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Buy |
1,352
+24
| +2% | +$2.04K | 0.02% | 263 |
|
|
2025
Q1 | $94.3K | Buy |
1,328
+2
| +0.2% | +$142 | 0.02% | 268 |
|
|
2024
Q4 | $93.3K | Buy |
1,326
+3
| +0.2% | +$211 | 0.02% | 260 |
|
|
2024
Q3 | $82.8K | Buy |
1,323
+4
| +0.3% | +$250 | 0.02% | 265 |
|
|
2024
Q2 | $83.7K | Buy |
1,319
+3
| +0.2% | +$190 | 0.02% | 260 |
|
|
2024
Q1 | $83.2K | Buy |
1,316
+2
| +0.2% | +$126 | 0.02% | 259 |
|
|
2023
Q4 | $67.6K | Sell |
1,314
-201
| -13% | -$10.3K | 0.02% | 270 |
|
|
2023
Q3 | $62.3K | Buy |
1,515
+17
| +1% | +$699 | 0.02% | 264 |
|
|
2023
Q2 | $69K | Buy |
1,498
+6
| +0.4% | +$276 | 0.02% | 264 |
|
|
2023
Q1 | $70K | Buy |
1,492
+5
| +0.3% | +$234 | 0.02% | 252 |
|
|
2022
Q4 | $67.3K | Buy |
1,487
+6
| +0.4% | +$271 | 0.02% | 250 |
|
|
2022
Q3 | $61K | Buy |
1,481
+545
| +58% | +$22.4K | 0.02% | 240 |
|
|
2022
Q2 | $43K | Sell |
936
-301
| -24% | -$13.8K | 0.01% | 281 |
|
|
2022
Q1 | $66K | Buy |
1,237
+5
| +0.4% | +$267 | 0.02% | 272 |
|
|
2021
Q4 | $74K | Sell |
1,232
-286
| -19% | -$17.2K | 0.02% | 254 |
|
|
2021
Q3 | $106K | Buy |
1,518
+362
| +31% | +$25.3K | 0.03% | 211 |
|
|
2021
Q2 | $81K | Buy |
1,156
+124
| +12% | +$8.69K | 0.02% | 247 |
|
|
2021
Q1 | $75K | Sell |
1,032
-9
| -0.9% | -$654 | 0.02% | 228 |
|
|
2020
Q4 | $66K | Buy |
+1,041
| New | +$66K | 0.02% | 235 |
|