Wealth Enhancement Advisory Services’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $54.9M | Buy |
522,268
+48,961
| +10% | +$6.37M | 0.09% | 197 |
|
|
2026
Q1 | $39.8M | Buy |
473,307
+64,307
| +16% | +$7.32M | 0.09% | 232 |
|
|
2025
Q4 | $50M | Buy |
409,000
+15,601
| +4% | +$1.62M | 0.07% | 254 |
|
|
2025
Q3 | $38.5M | Buy |
393,399
+12,543
| +3% | +$1.19M | 0.06% | 291 |
|
|
2025
Q2 | $33.8M | Buy |
380,856
+21,062
| +6% | +$1.52M | 0.06% | 300 |
|
|
2025
Q1 | $25.5M | Buy |
359,794
+109,788
| +44% | +$8.37M | 0.05% | 335 |
|
|
2024
Q4 | $17.6M | Buy |
250,006
+113,501
| +83% | +$7.65M | 0.03% | 398 |
|
|
2024
Q3 | $8.55M | Buy |
136,505
+7,129
| +6% | +$441K | 0.02% | 561 |
|
|
2024
Q2 | $8.21M | Buy |
129,376
+12,648
| +11% | +$780K | 0.02% | 541 |
|
|
2024
Q1 | $7.38M | Buy |
116,728
+4,132
| +4% | +$230K | 0.02% | 559 |
|
|
2023
Q4 | $5.79M | Sell |
112,596
-39,658
| -26% | -$1.76M | 0.02% | 572 |
|
|
2023
Q3 | $6.26M | Buy |
+152,254
| New | +$6.68M | 0.02% | 520 |
|
|
2020
Q3 | – | Sell |
-28,139
| Closed | -$1.45M | – | 208 |
|
|
2020
Q2 | $1.45M | Buy |
28,139
+1,718
| +7% | +$81.5K | 0.04% | 152 |
|
|
2020
Q1 | $1.25M | Buy |
26,421
+3,820
| +17% | +$256K | 0.04% | 159 |
|
|
2019
Q4 | $1.81M | Sell |
22,601
-18,010
| -44% | -$1.33M | 0.06% | 118 |
|
|
2019
Q3 | $2.85M | Buy |
+40,611
| New | +$2.76M | 0.11% | 80 |
|
|
2019
Q2 | – | Sell |
-19,621
| Closed | -$1.36M | – | 207 |
|
|
2019
Q1 | $1.36M | Sell |
19,621
-10,680
| -35% | -$663K | 0.08% | 108 |
|
|
2018
Q4 | $1.91M | Sell |
30,301
-7,123
| -19% | -$451K | 0.12% | 65 |
|
|
2018
Q3 | $2.39M | Buy |
+37,424
| New | +$2.65M | 0.14% | 50 |
|
|
2016
Q4 | – | Sell |
-14,426
| Closed | -$702K | – | 143 |
|
|
2016
Q3 | $702K | Sell |
14,426
-15,148
| -51% | -$689K | 0.1% | 112 |
|
|
2016
Q2 | $1.25M | Buy |
29,574
+3,820
| +15% | +$169K | 0.23% | 86 |
|
|
2016
Q1 | $1.09M | Buy |
25,754
+5,801
| +29% | +$242K | 0.22% | 97 |
|
|
2015
Q4 | $1.03M | Buy |
19,953
+1,630
| +9% | +$86.5K | 0.26% | 67 |
|
|
2015
Q3 | $946K | Buy |
18,323
+2,629
| +17% | +$144K | 0.29% | 66 |
|
|
2015
Q2 | $867K | Buy |
15,694
+1,428
| +10% | +$77.7K | 0.27% | 56 |
|
|
2015
Q1 | $735K | Buy |
14,266
+1,887
| +15% | +$96.1K | 0.28% | 75 |
|
|
2014
Q4 | $670K | Buy |
+12,379
| New | +$657K | 0.26% | 66 |
|
Other funds holding C
SP
DC
SEIA
CNB
P
DLA
QCM
WCM