HAM
Harmony Asset Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $971K | Sell |
11,407
-5
| -0% | -$426 | 0.36% | 72 |
|
|
2025
Q1 | $810K | Buy |
11,412
+3,220
| +39% | +$229K | 0.34% | 74 |
|
|
2024
Q4 | $577K | Buy |
8,192
+192
| +2% | +$13.5K | 0.23% | 90 |
|
|
2024
Q3 | $501K | Buy |
8,000
+3,770
| +89% | +$236K | 0.18% | 102 |
|
|
2024
Q2 | $268K | Buy |
+4,230
| New | +$268K | 0.11% | 136 |
|