Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $142K | Hold |
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|
2024
Q1 | $142K | Hold |
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|
2023
Q4 | $115K | Sell |
|
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|
2023
Q3 | $232K | Buy |
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|
2023
Q2 | $207K | Sell |
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|
2023
Q1 | $287K | Buy |
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|
2022
Q4 | $112K | Sell |
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|
2022
Q3 | $166K | Sell |
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|
2022
Q2 | $184K | Buy |
|
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|
2022
Q1 | $132K | Hold |
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|
2021
Q4 | $149K | Sell |
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|
2021
Q3 | $177K | Hold |
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|
2021
Q2 | $178K | Buy |
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|
2021
Q1 | $183 | Hold |
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|
2020
Q4 | $155K | Sell |
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|
2020
Q3 | $113K | Buy |
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|
2020
Q2 | $129K | Hold |
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|
2020
Q1 | $106K | Sell |
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|
2019
Q4 | $212K | Buy |
|