SOA 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
Q3 | $138K | Buy |
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|
2025
Q2 | $115K | Buy |
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|
2025
Q1 | $94.3K | Buy |
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|
2024
Q4 | $93.3K | Buy |
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|
2024
Q3 | $82.8K | Buy |
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|
2024
Q2 | $83.7K | Buy |
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|
2024
Q1 | $83.2K | Buy |
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|
2023
Q4 | $67.6K | Sell |
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|
2023
Q3 | $62.3K | Buy |
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|
2023
Q2 | $69K | Buy |
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|
2023
Q1 | $70K | Buy |
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|
2022
Q4 | $67.3K | Buy |
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|
2022
Q3 | $61K | Buy |
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|
2022
Q2 | $43K | Sell |
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|
2022
Q1 | $66K | Buy |
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|
2021
Q4 | $74K | Sell |
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|
2021
Q3 | $106K | Buy |
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|
2021
Q2 | $81K | Buy |
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|
2021
Q1 | $75K | Sell |
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|
2020
Q4 | $66K | Buy |
|