PDS Planning’s Citigroup C Stock Holding History

PDS Planning’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	$723K	Buy
2025 Q2	$601K	Buy
2025 Q1	$485K	Buy
2024 Q4	$403K	Buy
2024 Q3	$358K	Sell
2024 Q2	$381K	Buy
2024 Q1	$337K	Buy
2023 Q4	$231K	Buy
2023 Q3	–	Sell
2023 Q2	$352K	Buy
2023 Q1	$315K	Buy