LifePlan Financial’s Citigroup C Stock Holding History

LifePlan Financial’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 Q2	$1.05M	Sell
2025 Q1	$985K	Sell
2024 Q4	$990K	Sell
2024 Q3	$941K	Sell
2024 Q2	$984K	Sell
2024 Q1	$1.02M	Buy
2023 Q4	$730K	Buy