LRI Investments’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$737K Buy
8,660
+6
+0.1% +$511 0.06% 135
2025
Q1
$614K Sell
8,654
-474
-5% -$33.7K 0.06% 145
2024
Q4
$643K Buy
9,128
+88
+1% +$6.19K 0.06% 117
2024
Q3
$616K Buy
9,040
+4,021
+80% +$274K 0.06% 131
2024
Q2
$319K Buy
5,019
+3,054
+155% +$194K 0.04% 172
2024
Q1
$124K Buy
+1,965
New +$124K 0.03% 177