West Branch Capital’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
$49.9K Hold
2025
Q2
$41.9K Sell
2025
Q1
$39.1K Hold
2024
Q4
$38.8K Sell
2024
Q3
$124K Buy
2024
Q2
$125K Hold
2024
Q1
$125K Sell
2023
Q4
$108K Sell
2023
Q3
$110K Hold
2023
Q2
$123K Hold
2023
Q1
$125K Buy
2022
Q4
$108K Hold
2022
Q3
$100K Sell
2022
Q2
$115K Buy
2022
Q1
$125K Sell
2021
Q4
$146K Sell
2021
Q3
$175K Sell
2021
Q2
$183K Sell
2021
Q1
$209K Buy
2020
Q1
Sell
2019
Q4
$561K Buy