Waldron Private Wealth’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 | $491K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $529K | Sell |
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|
2024
Q3 | $480K | Sell |
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|
2024
Q2 | $696K | Buy |
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|
2024
Q1 | $673K | Buy |
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|
2023
Q4 | $395K | Sell |
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|
2023
Q3 | $350K | Sell |
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|
2023
Q2 | $421K | Buy |
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|
2023
Q1 | $408K | Sell |
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|
2022
Q4 | $385K | Hold |
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|
2022
Q3 | $385K | Sell |
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|
2022
Q2 | $495K | Buy |
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|
2022
Q1 | $551K | Buy |
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|
2021
Q4 | $471K | Sell |
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|
2021
Q3 | $573K | Buy |
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|
2021
Q2 | $336K | Buy |
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|
2021
Q1 | $336K | Buy |
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|
2020
Q4 | $285K | Sell |
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|
2020
Q3 | $230K | Buy |
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|
2020
Q2 | $249K | Sell |
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|
2020
Q1 | $362K | Sell |
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|
2019
Q4 | $1.04M | Hold |
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|
2019
Q3 | $901K | Buy |
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|
2019
Q2 | $496K | Sell |
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|
2019
Q1 | $531K | Buy |
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|
2018
Q4 | $416K | Buy |
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|
2018
Q3 | $441K | Buy |
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|
2018
Q2 | $403K | Hold |
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|
2018
Q1 | $406K | Hold |
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|
2017
Q4 | $448K | Hold |
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|
2017
Q3 | $438K | Hold |
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|
2017
Q2 | $402K | Sell |
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|
2017
Q1 | $436K | Buy |
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|
2016
Q4 | $358K | Hold |
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|
2016
Q3 | $284K | Sell |
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|
2016
Q2 | $347K | Buy |
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|
2016
Q1 | $274K | Sell |
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|
2015
Q4 | $540K | Sell |
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|
2015
Q3 | $523K | Buy |
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|
2015
Q2 | $515K | Buy |
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|
2015
Q1 | $424K | Buy |
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|
2014
Q4 | $431K | Sell |
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|
2014
Q3 | $431K | Buy |
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|
2014
Q2 | $376K | Sell |
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|
2014
Q1 | $390K | Buy |
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|
2013
Q4 | $318K | Buy |
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