Donaldson Capital Management’s Citigroup C Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,874	Closed	-$204K	–	213
2025 Q1	$204K	Buy	+2,874	New	+$204K	0.01%	218