Aviso 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 | $589K | Buy |
6,921
+1,027
| +17% | +$87.4K | 0.28% | 84 |
|
|
2025
Q1 | $418K | Sell |
5,894
-210
| -3% | -$14.9K | 0.22% | 94 |
|
|
2024
Q4 | $430K | Sell |
6,104
-723
| -11% | -$50.9K | 0.22% | 95 |
|
|
2024
Q3 | $427K | Sell |
6,827
-3,769
| -36% | -$236K | 0.23% | 95 |
|
|
2024
Q2 | $672K | Sell |
10,596
-923
| -8% | -$58.6K | 0.4% | 66 |
|
|
2024
Q1 | $728K | Sell |
11,519
-783
| -6% | -$49.5K | 0.46% | 56 |
|
|
2023
Q4 | $633K | Buy |
+12,302
| New | +$633K | 0.46% | 57 |
|