Angeles Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Sell |
4,531
-573
| -11% | -$48.8K | 0.03% | 216 |
|
|
2025
Q1 | $362K | Buy |
5,104
+419
| +9% | +$29.7K | 0.03% | 175 |
|
|
2024
Q4 | $330K | Buy |
+4,685
| New | +$330K | 0.03% | 192 |
|
|
2023
Q4 | – | Sell |
-5,377
| Closed | -$221K | – | 259 |
|
|
2023
Q3 | $221K | Buy |
+5,377
| New | +$221K | 0.03% | 159 |
|