Aprio 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 | $624K | Sell |
7,334
-77
| -1% | -$6.55K | 0.07% | 163 |
|
|
2025
Q1 | $526K | Buy |
7,411
+2,475
| +50% | +$176K | 0.07% | 173 |
|
|
2024
Q4 | $347K | Buy |
4,936
+1,661
| +51% | +$117K | 0.05% | 184 |
|
|
2024
Q3 | $205K | Buy |
+3,275
| New | +$205K | 0.03% | 268 |
|
|
2020
Q1 | – | Sell |
-3,063
| Closed | -$245K | – | 63 |
|
|
2019
Q4 | $245K | Buy |
+3,063
| New | +$245K | 0.18% | 61 |
|