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