Modern 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 | $2.61M | Buy |
30,684
+2,369
| +8% | +$202K | 0.07% | 238 |
|
|
2025
Q1 | $2.01M | Buy |
28,315
+2,330
| +9% | +$165K | 0.06% | 204 |
|
|
2024
Q4 | $1.83M | Buy |
25,985
+11,626
| +81% | +$818K | 0.07% | 190 |
|
|
2024
Q3 | $899K | Buy |
14,359
+215
| +2% | +$13.5K | 0.06% | 174 |
|
|
2024
Q2 | $898K | Buy |
14,144
+322
| +2% | +$20.4K | 0.07% | 147 |
|
|
2024
Q1 | $874K | Buy |
+13,822
| New | +$874K | 0.08% | 125 |
|