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CBIZ Investment Advisory Services’s Citigroup C Stock Holding History

CBIZ Investment Advisory Services’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 		$62.2K Sell
731
-704
-49% -$59.9K ﹤0.01% 111
2025
Q1 		$102K Buy
1,435
+82
+6% +$5.82K 0.01% 77
2024
Q4 		$95.2K Buy
1,353
+63
+5% +$4.43K ﹤0.01% 77
2024
Q3 		$80.8K Buy
+1,290
New +$80.8K ﹤0.01% 80