Madison Wealth Partners’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Buy
3,382
+43
+1% +$3.66K 0.06% 125
2025
Q1
$237K Sell
3,339
-1,699
-34% -$121K 0.06% 134
2024
Q4
$355K Sell
5,038
-7
-0.1% -$493 0.1% 102
2024
Q3
$316K Sell
5,045
-46
-0.9% -$2.88K 0.09% 111
2024
Q2
$323K Buy
5,091
+3
+0.1% +$190 0.11% 88
2024
Q1
$322K Sell
5,088
-746
-13% -$47.2K 0.12% 91
2023
Q4
$300K Buy
+5,834
New +$300K 0.12% 92