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Octavia Wealth Advisors’s Citigroup C Stock Holding History

Octavia Wealth Advisors’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$222K Sell
2,610
-337
-11% -$28.7K 0.03% 208
2025
Q1 		$209K Buy
+2,947
New +$209K 0.03% 218