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Legend Financial Advisors’s Citigroup C Stock Holding History

Legend Financial Advisors’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-61
Closed -$5.19K – 52
2025
Q2 		$5.19K Buy
+61
New +$4.41K ﹤0.01% 139
2025
Q1 		– Sell
-101
Closed -$7.11K – 64
2024
Q4 		$7.11K Buy
101
+40
+66% +$2.7K 0.01% 135
2024
Q3 		$3.82K Sell
61
-40
-40% -$2.47K ﹤0.01% 134
2024
Q2 		$6.41K Buy
101
+40
+66% +$2.47K ﹤0.01% 180
2024
Q1 		$3.86K Hold
61
– – ﹤0.01% 164
2023
Q4 		$3.14K Hold
61
– – ﹤0.01% 166
2023
Q3 		$2.51K Hold
61
– – ﹤0.01% 177
2023
Q2 		$2.81K Hold
61
– – ﹤0.01% 194
2023
Q1 		$2.86K Hold
61
– – ﹤0.01% 203
2022
Q4 		$2.76K Hold
61
– – ﹤0.01% 213
2022
Q3 		$2.54K Buy
+61
New +$3.01K ﹤0.01% 203

Other funds holding C

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return