Evelyn Partners Investment 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	$1.48M	Buy	32,570 +32,360	+15,410%	+$1.47M	0.06%	89
2025 Q1	$1.23M	Buy	+210	New	+$1.23M	0.06%	90