Golden State Equity Partners’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.84M Buy
21,634
+122
+0.6% +$10.4K 0.34% 61
2025
Q1
$1.53M Buy
21,512
+499
+2% +$35.4K 0.3% 84
2024
Q4
$1.48M Buy
21,013
+16,692
+386% +$1.17M 0.28% 82
2024
Q3
$270K Sell
4,321
-15,051
-78% -$942K 0.14% 149
2024
Q2
$1.23M Buy
+19,372
New +$1.23M 0.26% 97
2021
Q4
Sell
-12,534
Closed -$880K 191
2021
Q3
$880K Buy
+12,534
New +$880K 0.36% 64