McGlone Suttner Wealth Management’s Citigroup C Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$257K	Sell	3,023 -440	-13%	-$37.4K	0.04%	169
2025 Q1	$246K	Buy	3,463 +457	+15%	+$32.4K	0.04%	165
2024 Q4	$212K	Buy	+3,006	New	+$212K	0.04%	169
2024 Q1	–	Sell	-2,652	Closed	-$136K	–	264
2023 Q4	$136K	Buy	+2,652	New	+$136K	0.03%	181