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Operose Advisors’s Citigroup C Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$136K Hold
1,600
0.04% 159
2025
Q1
$114K Hold
1,600
0.04% 161
2024
Q4
$113K Sell
1,600
-1,180
-42% -$83.1K 0.04% 161
2024
Q3
$174K Buy
2,780
+655
+31% +$41K 0.06% 152
2024
Q2
$135K Sell
2,125
-8
-0.4% -$508 0.05% 168
2024
Q1
$135K Buy
2,133
+1,608
+306% +$102K 0.05% 178
2023
Q4
$27K Sell
525
-1,175
-69% -$60.4K 0.01% 312
2023
Q3
$69.9K Buy
+1,700
New +$69.9K 0.03% 252