ORG Wealth Partners’s Citigroup C Stock Holding History

ORG Wealth Partners’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 Q3	$189K	Buy
2025 Q2	$80.6K	Buy
2025 Q1	$7.18K	Buy
2024 Q4	–	Sell
2024 Q3	$79.6K	Buy