Diversify Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
10,744
-903
| -8% | -$86.5K | 0.06% | 266 |
|
|
2025
Q1 | $802K | Sell |
11,647
-1,906
| -14% | -$131K | 0.06% | 272 |
|
|
2024
Q4 | $968K | Buy |
13,553
+291
| +2% | +$20.8K | 0.08% | 225 |
|
|
2024
Q3 | $837K | Sell |
13,262
-293
| -2% | -$18.5K | 0.08% | 221 |
|
|
2024
Q2 | $762K | Buy |
+13,555
| New | +$762K | 0.09% | 201 |
|