MBL Wealth’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$317K Buy
3,719
+238
+7% +$20.3K 0.03% 181
2025
Q1
$247K Buy
+3,481
New +$247K 0.03% 203
2021
Q1
$219K Buy
+3,013
New +$219K 0.08% 142