Brass Tax 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 | $372K | Sell |
4,368
-40
| -0.9% | -$3.41K | 0.07% | 141 |
|
|
2025
Q1 | $313K | Sell |
4,408
-33
| -0.7% | -$2.34K | 0.07% | 152 |
|
|
2024
Q4 | $313K | Sell |
4,441
-386
| -8% | -$27.2K | 0.07% | 145 |
|
|
2024
Q3 | $302K | Buy |
4,827
+13
| +0.3% | +$814 | 0.06% | 144 |
|
|
2024
Q2 | $306K | Buy |
+4,814
| New | +$306K | 0.13% | 93 |
|