Avion Wealth’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$151K Buy
1,776
+53
+3% +$4.51K 0.03% 109
2025
Q1
$121K Hold
1,723
0.03% 122
2024
Q4
$121K Sell
1,723
-62
-3% -$4.35K 0.03% 122
2024
Q3
$111K Buy
1,785
+106
+6% +$6.59K 0.03% 115
2024
Q2
$106K Sell
1,679
-32
-2% -$2.02K 0.03% 112
2024
Q1
$109K Buy
1,711
+113
+7% +$7.2K 0.03% 110
2023
Q4
$82K Buy
1,598
+111
+7% +$5.7K 0.02% 121
2023
Q3
$61K Sell
1,487
-59
-4% -$2.42K 0.02% 138
2023
Q2
$70K Buy
1,546
+103
+7% +$4.66K 0.02% 135
2023
Q1
$65K Buy
1,443
+41
+3% +$1.85K 0.02% 128
2022
Q4
$58K Hold
1,402
0.02% 133
2022
Q3
$58K Buy
1,402
+15
+1% +$621 0.02% 133
2022
Q2
$64K Buy
1,387
+14
+1% +$646 0.02% 119
2022
Q1
$73K Buy
1,373
+11
+0.8% +$585 0.02% 103
2021
Q4
$82K Buy
1,362
+11
+0.8% +$662 0.02% 94
2021
Q3
$95K Buy
1,351
+9
+0.7% +$633 0.03% 78
2021
Q2
$95K Buy
1,342
+9
+0.7% +$637 0.03% 82
2021
Q1
$97K Buy
1,333
+73
+6% +$5.31K 0.03% 77
2020
Q4
$78K Buy
1,260
+12
+1% +$743 0.02% 91
2020
Q3
$54K Buy
1,248
+12
+1% +$519 0.02% 87
2020
Q2
$63K Buy
1,236
+13
+1% +$663 0.02% 77
2020
Q1
$52K Buy
+1,223
New +$52K 0.02% 80