Morningstar Investment Management’s Citigroup C Stock Holding History

Morningstar Investment Management’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$562K	Buy
2025 Q1	–	Sell
2024 Q4	$516K	Sell
2024 Q3	$1.61M	Sell
2024 Q2	$2.46M	Sell
2024 Q1	$3.06M	Sell
2023 Q4	$2.63M	Buy