Lifestyle Asset 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 | $322K | Buy |
3,778
+198
| +6% | +$16.9K | 0.15% | 99 |
|
|
2025
Q1 | $254K | Sell |
3,580
-264
| -7% | -$18.7K | 0.14% | 92 |
|
|
2024
Q4 | $271K | Buy |
3,844
+114
| +3% | +$8.02K | 0.15% | 85 |
|
|
2024
Q3 | $233K | Buy |
3,730
+160
| +4% | +$10K | 0.13% | 92 |
|
|
2024
Q2 | $227K | Sell |
3,570
-679
| -16% | -$43.1K | 0.13% | 89 |
|
|
2024
Q1 | $269K | Sell |
4,249
-751
| -15% | -$47.5K | 0.16% | 67 |
|
|
2023
Q4 | $257K | Sell |
5,000
-372
| -7% | -$19.1K | 0.14% | 67 |
|
|
2023
Q3 | $221K | Buy |
5,372
+354
| +7% | +$14.6K | 0.13% | 71 |
|
|
2023
Q2 | $231K | Buy |
+5,018
| New | +$231K | 0.14% | 69 |
|