Morton Brown Family 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 | $5.87K | Sell |
69
-20
| -22% | -$1.7K | ﹤0.01% | 227 |
|
|
2025
Q1 | $6.32K | Buy |
89
+69
| +345% | +$4.9K | ﹤0.01% | 220 |
|
|
2024
Q4 | $1.41K | Hold |
20
| – | – | ﹤0.01% | 243 |
|
|
2024
Q3 | $1.25K | Hold |
20
| – | – | ﹤0.01% | 237 |
|
|
2024
Q2 | $1.3K | Buy |
+20
| New | +$1.3K | ﹤0.01% | 203 |
|
|
2022
Q3 | – | Sell |
-52
| Closed | -$2K | – | 224 |
|
|
2022
Q2 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 191 |
|