Focus Partners Wealth’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.7M Sell
302,087
-2,201
-0.7% -$187K 0.06% 302
2025
Q1
$21.6M Buy
304,288
+14,415
+5% +$1.02M 0.05% 314
2024
Q4
$20.5M Buy
289,873
+218,636
+307% +$15.5M 0.05% 315
2024
Q3
$4.46M Sell
71,237
-37,273
-34% -$2.33M 0.01% 587
2024
Q2
$6.98M Buy
108,510
+82,078
+311% +$5.28M 0.02% 432
2024
Q1
$1.67M Buy
26,432
+2,822
+12% +$179K 0.01% 515
2023
Q4
$1.21M Buy
+23,610
New +$1.21M 0.02% 423