Cornerstone Planning Group’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$52.5K Sell
574
-3
-0.5% -$274 0.01% 234
2025
Q1
$38.2K Buy
577
+234
+68% +$15.5K 0.01% 285
2024
Q4
$27.8K Buy
343
+19
+6% +$1.54K 0.01% 260
2024
Q3
$21K Sell
324
-87
-21% -$5.63K 0.01% 293
2024
Q2
$23.1K Sell
411
-35
-8% -$1.96K 0.01% 296
2024
Q1
$27.4K Buy
446
+16
+4% +$983 0.01% 256
2023
Q4
$22.1K Buy
430
+193
+81% +$9.93K 0.01% 305
2023
Q3
$9.73K Sell
237
-141
-37% -$5.79K ﹤0.01% 425
2023
Q2
$17.4K Buy
+378
New +$17.4K 0.01% 462
2022
Q4
$23.6K Buy
+478
New +$23.6K 0.01% 410