Guardian Wealth Advisors (North Carolina)’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
3,638
-1,053
| -22% | -$89.6K | 0.02% | 262 |
|
|
2025
Q1 | $333K | Buy |
4,691
+1,012
| +28% | +$71.8K | 0.03% | 239 |
|
|
2024
Q4 | $259K | Buy |
3,679
+86
| +2% | +$6.05K | 0.02% | 268 |
|
|
2024
Q3 | $225K | Sell |
3,593
-140
| -4% | -$8.76K | 0.02% | 251 |
|
|
2024
Q2 | $237K | Sell |
3,733
-655
| -15% | -$41.6K | 0.03% | 237 |
|
|
2024
Q1 | $278K | Buy |
4,388
+407
| +10% | +$25.7K | 0.03% | 218 |
|
|
2023
Q4 | $205K | Buy |
+3,981
| New | +$205K | 0.03% | 240 |
|