Operose Advisors’s Citigroup C Stock Holding History

Operose Advisors’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$136K	Hold
2025 Q1	$114K	Hold
2024 Q4	$113K	Sell
2024 Q3	$174K	Buy
2024 Q2	$135K	Sell
2024 Q1	$135K	Buy
2023 Q4	$27K	Sell
2023 Q3	$69.9K	Buy