Apexium Financial’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Buy
4,229
+193
+5% +$16.4K 0.02% 213
2025
Q1
$287K Buy
4,036
+475
+13% +$33.7K 0.02% 227
2024
Q4
$251K Buy
3,561
+278
+8% +$19.6K 0.02% 228
2024
Q3
$206K Buy
3,283
+16
+0.5% +$1K 0.01% 227
2024
Q2
$207K Buy
3,267
+37
+1% +$2.35K 0.01% 214
2024
Q1
$204K Buy
+3,230
New +$204K 0.02% 217