Cape Investment Advisory’s Citigroup C Stock Holding History

Cape Investment Advisory’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 Q2	$106K	Buy
2025 Q1	$79.8K	Buy
2024 Q4	$73K	Buy
2024 Q3	$59.5K	Buy
2024 Q2	$60.2K	Sell
2024 Q1	$80.8K	Sell
2023 Q4	$71.8K	Buy
2023 Q3	$42.8K	Sell
2023 Q2	$57K	Buy
2023 Q1	$48.6K	Buy