Guardian Wealth Advisors (North Carolina)’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$310K Sell
2025
Q1
$333K Buy
2024
Q4
$259K Buy
2024
Q3
$225K Sell
2024
Q2
$237K Sell
2024
Q1
$278K Buy
2023
Q4
$205K Buy