Kaufman Rossin Wealth’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Sell
3,121
-3,990
-56% -$340K 0.17% 93
2025
Q1
$505K Buy
+7,111
New +$505K 0.36% 41