Kestra Investment Management’s Citigroup C Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.05M	Buy	13,245 +7,567	+133%	+$598K	0.02%	274
2025 Q1	$403K	Buy	5,678 +3,125	+122%	+$222K	0.01%	294
2024 Q4	$180K	Buy	+2,553	New	+$180K	0.01%	371