Summit Financial 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 | $539K | Buy |
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|
2025
Q2 | $413K | Buy |
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|
2025
Q1 | $226K | Hold |
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|
2024
Q4 | $253K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $274K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $228K | Sell |
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|
2018
Q2 | $375K | Sell |
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|
2018
Q1 | $404K | Sell |
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|
2017
Q4 | $470K | Buy |
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|
2017
Q3 | $433K | Sell |
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|
2017
Q2 | $436K | Sell |
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|
2017
Q1 | $396K | Sell |
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|
2016
Q4 | $395K | Buy |
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|
2016
Q3 | $298K | Sell |
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|
2016
Q2 | $276K | Sell |
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|
2016
Q1 | $288K | Buy |
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|
2015
Q4 | $352K | Buy |
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|
2015
Q3 | $21K | Sell |
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|
2015
Q2 | $26K | Hold |
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|
2015
Q1 | $26K | Hold |
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|
2014
Q4 | $26K | Buy |
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