DAS
Diversify Advisory Services’s Citigroup C Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.7M | Buy |
38,616
+28,075
| +266% | +$2.69M | 0.14% | 111 |
|
2025
Q1 | $726K | Sell |
10,541
-1,684
| -14% | -$116K | 0.05% | 278 |
|
2024
Q4 | $873K | Buy |
12,225
+225
| +2% | +$16.1K | 0.05% | 250 |
|
2024
Q3 | $763K | Buy |
12,000
+2,600
| +28% | +$165K | 0.04% | 299 |
|
2024
Q2 | $626K | Sell |
9,400
-6,904
| -42% | -$459K | 0.03% | 335 |
|
2024
Q1 | $1.03M | Buy |
+16,304
| New | +$1.03M | 0.06% | 244 |
|