BKM Wealth Management’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.06M Sell
2025
Q1
$897K Sell
2024
Q4
$906K Sell
2024
Q3
$818K Sell
2024
Q2
$874K Buy
2024
Q1
$858K Buy
2023
Q4
$668K Buy