Envestnet Portfolio Solutions’s Citigroup C Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.94M Buy
58,062
+3,238
+6% +$276K 0.02% 364
2025
Q1
$3.89M Sell
54,824
-19,391
-26% -$1.38M 0.01% 424
2024
Q4
$5.22M Buy
74,215
+6,340
+9% +$446K 0.02% 385
2024
Q3
$4.25M Sell
67,875
-5,442
-7% -$341K 0.01% 430
2024
Q2
$4.65M Buy
73,317
+8,593
+13% +$545K 0.02% 386
2024
Q1
$4.09M Buy
64,724
+16,802
+35% +$1.06M 0.02% 432
2023
Q4
$2.47M Buy
47,922
+861
+2% +$44.3K 0.01% 533
2023
Q3
$1.94M Buy
+47,061
New +$1.94M 0.01% 552