Waverly 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
Q2 | $9.38M | Buy |
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|
2025
Q1 | $5.64M | Buy |
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|
2024
Q4 | $2.15M | Buy |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $1.14M | Buy |
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|
2023
Q4 | $922K | Buy |
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|
2023
Q3 | $475K | Buy |
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|
2023
Q2 | $530K | Sell |
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|
2023
Q1 | $570K | Buy |
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|
2022
Q4 | $460K | Sell |
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|
2022
Q3 | $501K | Buy |
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|
2022
Q2 | $511K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $246K | Sell |
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|
2021
Q3 | $514K | Hold |
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|
2021
Q2 | $546K | Buy |
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|
2021
Q1 | $313K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $523K | Buy |
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|
2018
Q2 | $450K | Hold |
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|
2018
Q1 | $454K | Sell |
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|
2017
Q4 | $867K | Buy |
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|
2017
Q3 | $826K | Sell |
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|
2017
Q2 | $766K | Sell |
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|
2017
Q1 | $703K | Buy |
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|
2016
Q4 | $322K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $2K | Hold |
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|
2015
Q2 | $2K | Hold |
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|
2015
Q1 | $2K | Hold |
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|
2014
Q4 | $2K | Sell |
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|
2014
Q3 | $30K | Hold |
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|
2014
Q2 | $28K | Buy |
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|
2014
Q1 | $27K | Sell |
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|
2013
Q4 | $46K | Buy |
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|
2013
Q3 | $18K | Buy |
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