AWS
Aspen Wealth Strategies’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
3,556
+330
| +10% | +$28.1K | 0.18% | 68 |
|
|
2025
Q1 | $229K | Buy |
3,226
+268
| +9% | +$19K | 0.15% | 79 |
|
|
2024
Q4 | $208K | Buy |
+2,958
| New | +$208K | 0.13% | 78 |
|
|
2024
Q3 | – | Sell |
-3,446
| Closed | -$233K | – | 82 |
|
|
2024
Q2 | $233K | Buy |
+3,446
| New | +$233K | 0.16% | 69 |
|
|
2024
Q1 | – | Sell |
-6,859
| Closed | -$353K | – | 78 |
|
|
2023
Q4 | $353K | Sell |
6,859
-1,088
| -14% | -$56K | 0.26% | 54 |
|
|
2023
Q3 | $327K | Sell |
7,947
-10,093
| -56% | -$415K | 0.25% | 47 |
|
|
2023
Q2 | $831K | Buy |
18,040
+9,278
| +106% | +$427K | 0.63% | 27 |
|
|
2023
Q1 | $411K | Buy |
8,762
+1,097
| +14% | +$51.4K | 0.32% | 45 |
|
|
2022
Q4 | $347K | Buy |
+7,665
| New | +$347K | 0.28% | 50 |
|