Net Worth Advisory Group’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$446K Sell
5,237
-179
-3% -$15.2K 0.1% 209
2025
Q1
$385K Buy
5,416
+2,159
+66% +$153K 0.12% 195
2024
Q4
$229K Buy
+3,257
New +$229K 0.07% 324