Wallace Advisory 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
Q3
$458K Sell
2025
Q2
$458K Sell
2025
Q1
$514K Sell
2024
Q4
$465K Buy
2024
Q3
$418K Sell
2024
Q2
$431K Buy
2024
Q1
$259K Sell
2023
Q4
$247K Buy
2023
Q3
$252K Sell
2023
Q2
$265K Hold
2023
Q1
$265K Buy
2022
Q4
$200K Buy