Sound View Wealth Advisors Group’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 | $717K | Buy |
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|
2025
Q1 | $537K | Sell |
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|
2024
Q4 | $539K | Buy |
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|
2024
Q3 | $435K | Buy |
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|
2024
Q2 | $341K | Buy |
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|
2024
Q1 | $336K | Sell |
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|
2023
Q4 | $307K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $203K | Sell |
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|
2022
Q4 | $307K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $211K | Buy |
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|
2021
Q3 | $234K | Sell |
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|
2021
Q2 | $243K | Buy |
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|
2021
Q1 | $250K | Buy |
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|
2020
Q4 | $212K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $226K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $299K | Sell |
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|
2019
Q3 | $273K | Sell |
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|
2019
Q2 | $347K | Buy |
|