Elevation Wealth 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 | $85.1K | Hold |
1,000
| – | – | 0.03% | 187 |
|
|
2025
Q1 | $71K | Hold |
1,000
| – | – | 0.03% | 198 |
|
|
2024
Q4 | $70.4K | Hold |
1,000
| – | – | 0.03% | 202 |
|
|
2024
Q3 | $62.6K | Hold |
1,000
| – | – | 0.03% | 201 |
|
|
2024
Q2 | $63.5K | Hold |
1,000
| – | – | 0.03% | 195 |
|
|
2024
Q1 | $63.2K | Sell |
1,000
-600
| -38% | -$37.9K | 0.03% | 199 |
|
|
2023
Q4 | $65.8K | Buy |
+1,600
| New | +$65.8K | 0.04% | 187 |
|