Live Oak Private Wealth’s Citigroup C Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-13,177	Closed	-$555K	–	135
2020 Q1	$555K	Buy	13,177 +1,120	+9%	+$47.2K	0.57%	37
2019 Q4	$963K	Buy	+12,057	New	+$963K	0.94%	28