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Advisor OS’s Citigroup C Stock Holding History

Advisor OS’s Portfolio C Stock Details C Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$364K Buy
4,272
+522
+14% +$44.4K 0.04% 310
2025
Q1 		$266K Buy
+3,750
New +$266K 0.03% 350