LA
LM Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
19,701
+1,967
| +11% | +$167K | 0.22% | 63 |
|
|
2025
Q1 | $1.26M | Buy |
17,734
+1,053
| +6% | +$74.8K | 0.23% | 77 |
|
|
2024
Q4 | $1.17M | Buy |
16,681
+2,191
| +15% | +$154K | 0.21% | 77 |
|
|
2024
Q3 | $907K | Sell |
14,490
-2,492
| -15% | -$156K | 0.18% | 80 |
|
|
2024
Q2 | $1.08M | Hold |
16,982
| – | – | ﹤0.01% | 90 |
|
|
2024
Q1 | $1.07M | Buy |
16,982
+1,900
| +13% | +$120K | 0.17% | 92 |
|
|
2023
Q4 | $776K | Buy |
+15,082
| New | +$776K | 0.16% | 90 |
|