Carnegie Lake Advisors’s Citigroup C Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$917K	Sell	10,778 -395	-4%	-$33.6K	0.36%	79
2025 Q1	$793K	Buy	11,173 +1,396	+14%	+$99.1K	0.32%	81
2024 Q4	$688K	Buy	9,777 +2,045	+26%	+$144K	0.28%	81
2024 Q3	$484K	Buy	+7,732	New	+$484K	0.19%	102