Capital Performance Advisors’s Citigroup C Stock Holding History

Capital Performance Advisors’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	$281K	Sell
2025 Q1	$405K	Buy
2024 Q4	–	Sell
2024 Q3	$143K	Buy