O'Rourke & Company’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$383K Buy
4,496
+6
+0.1% +$511 0.18% 115
2025
Q1
$319K Buy
4,490
+5
+0.1% +$355 0.16% 123
2024
Q4
$316K Buy
4,485
+7
+0.2% +$493 0.15% 128
2024
Q3
$280K Sell
4,478
-36
-0.8% -$2.25K 0.14% 123
2024
Q2
$286K Buy
4,514
+6
+0.1% +$380 0.16% 119
2024
Q1
$285K Buy
4,508
+297
+7% +$18.8K 0.17% 117
2023
Q4
$217K Buy
+4,211
New +$217K 0.14% 130