GC Wealth Management RIA’s Citigroup C Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.88M Buy
22,042
+12,782
+138% +$1.09M 0.15% 142
2025
Q1
$657K Buy
9,260
+227
+3% +$16.1K 0.12% 152
2024
Q4
$636K Buy
9,033
+264
+3% +$18.6K 0.11% 152
2024
Q3
$549K Buy
8,769
+1,103
+14% +$69K 0.1% 182
2024
Q2
$486K Sell
7,666
-139
-2% -$8.82K 0.1% 172
2024
Q1
$494K Buy
+7,805
New +$494K 0.1% 170