Callan Capital’s Citigroup C Stock Holding History

Callan Capital’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$479K	Buy
2024 Q4	$440K	Buy
2024 Q3	$350K	Buy
2024 Q2	$333K	Buy
2024 Q1	$304K	Buy
2023 Q2	–	Sell
2023 Q1	$280K	Hold
2022 Q4	$270K	Buy