AWM
Allen Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Sell |
30,818
-1,252
| -4% | -$107K | 1.83% | 9 |
|
|
2025
Q1 | $2.28M | Buy |
32,070
+927
| +3% | +$65.8K | 1.57% | 11 |
|
|
2024
Q4 | $2.19M | Sell |
31,143
-51
| -0.2% | -$3.59K | 1.57% | 12 |
|
|
2024
Q3 | $1.95M | Buy |
31,194
+3,718
| +14% | +$233K | 1.35% | 15 |
|
|
2024
Q2 | $1.74M | Buy |
27,476
+833
| +3% | +$52.9K | 1.55% | 13 |
|
|
2024
Q1 | $1.68M | Buy |
26,643
+342
| +1% | +$21.6K | 1.49% | 16 |
|
|
2023
Q4 | $1.35M | Buy |
+26,301
| New | +$1.35M | 1.33% | 21 |
|