OWA
Opal Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $613K | Buy |
7,201
+591
| +9% | +$50.3K | 0.17% | 71 |
|
|
2025
Q1 | $469K | Buy |
6,610
+109
| +2% | +$7.74K | 0.14% | 83 |
|
|
2024
Q4 | $458K | Buy |
6,501
+326
| +5% | +$22.9K | 0.14% | 96 |
|
|
2024
Q3 | $387K | Buy |
6,175
+1,730
| +39% | +$108K | 0.12% | 97 |
|
|
2024
Q2 | $282K | Buy |
+4,445
| New | +$282K | 0.09% | 127 |
|