Avaii 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 | $423K | Buy |
4,968
+227
| +5% | +$19.3K | 0.19% | 68 |
|
2025
Q1 | $337K | Buy |
4,741
+529
| +13% | +$37.6K | 0.18% | 77 |
|
2024
Q4 | $296K | Sell |
4,212
-128
| -3% | -$9.01K | 0.15% | 94 |
|
2024
Q3 | $272K | Sell |
4,340
-150
| -3% | -$9.39K | 0.14% | 106 |
|
2024
Q2 | $285K | Buy |
4,490
+773
| +21% | +$49.1K | 0.16% | 109 |
|
2024
Q1 | $235K | Buy |
+3,717
| New | +$235K | 0.14% | 127 |
|