CFO
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Callan Family Office’s Citigroup C Stock Holding History

Callan Family Office’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.45M Buy
28,725
+17,796
+163% +$1.51M 0.08% 248
2025
Q1 		$776K Sell
10,929
-1,816
-14% -$129K 0.06% 245
2024
Q4 		$897K Buy
+12,745
New +$897K 0.06% 270