Jamison Private Wealth Management’s Citigroup C Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.27M	Buy	11,222 +224	+2%	+$25.5K	0.16%	109
2025 Q4	$1.28M	Buy	10,998 +26	+0.2%	+$2.7K	0.16%	109
2025 Q3	$1.11M	Buy	10,972 +1,051	+11%	+$99.7K	0.14%	110
2025 Q2	$845K	Sell	9,921 -731	-7%	-$52.8K	0.12%	114
2025 Q1	$756K	Sell	10,652 -2,932	-22%	-$224K	0.12%	115
2024 Q4	$956K	Buy	13,584 +1,002	+8%	+$67.5K	0.14%	111
2024 Q3	$788K	Buy	12,582 +2,474	+24%	+$153K	0.12%	114
2024 Q2	$641K	Buy	10,108 +1,441	+17%	+$88.8K	0.11%	116
2024 Q1	$548K	Buy	8,667 +3,954	+84%	+$220K	0.09%	129
2023 Q4	$242K	Buy	4,713 +3	+0.1%	+$133	0.05%	156
2023 Q3	$194K	Buy	+4,710	New	+$207K	0.04%	160