Allen Wealth Management’s Citigroup C Stock Holding History

Allen Wealth Management’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.61M	Sell
2025 Q2	$2.62M	Sell
2025 Q1	$2.28M	Buy
2024 Q4	$2.19M	Sell
2024 Q3	$1.95M	Buy
2024 Q2	$1.74M	Buy
2024 Q1	$1.68M	Buy
2023 Q4	$1.35M	Buy