AssuredPartners Investment Advisors’s Citigroup C Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,499	Closed	-$528K	–	328
2024 Q4	$528K	Buy	+7,499	New	+$528K	0.1%	193