LifePlan Financial’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 | Sell |
12,302
-1,569
| -11% | -$134K | 0.87% | 33 |
|
|
2025
Q1 | $985K | Sell |
13,871
-189
| -1% | -$13.4K | 0.86% | 35 |
|
|
2024
Q4 | $990K | Sell |
14,060
-973
| -6% | -$68.5K | 0.87% | 32 |
|
|
2024
Q3 | $941K | Sell |
15,033
-478
| -3% | -$29.9K | 0.81% | 38 |
|
|
2024
Q2 | $984K | Sell |
15,511
-670
| -4% | -$42.5K | 0.91% | 32 |
|
|
2024
Q1 | $1.02M | Buy |
16,181
+1,982
| +14% | +$125K | 0.94% | 31 |
|
|
2023
Q4 | $730K | Buy |
+14,199
| New | +$730K | 0.73% | 43 |
|