CPL
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Capital & Planning LLC’s Citigroup C Stock Holding History

Capital & Planning LLC’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
Q1 		– Sell
-29
Closed -$2.04K – 52
2024
Q4 		$2.04K Buy
+29
New +$2.04K ﹤0.01% 162