Global Financial Private Client’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-877
Closed -$62.3K 420
2025
Q1
$62.3K Buy
877
+54
+7% +$3.83K 0.02% 313
2024
Q4
$57.9K Buy
823
+23
+3% +$1.62K 0.02% 315
2024
Q3
$50.1K Buy
+800
New +$50.1K 0.02% 319
2020
Q3
Sell
-146
Closed -$7.35K 475
2020
Q2
$7.35K Sell
146
-121
-45% -$6.09K 0.01% 363
2020
Q1
$10.3K Hold
267
0.01% 350
2019
Q4
$21.3K Buy
+267
New +$21.3K 0.02% 330