Davis Investment Partners’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$860K Sell
9,963
-159
-2% -$13.7K 0.31% 51
2025
Q1
$640K Buy
10,122
+7,295
+258% +$461K 0.28% 65
2024
Q4
$202K Buy
+2,827
New +$202K 0.09% 122