PP
PDS Planning’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $601K | Buy |
7,066
+228
| +3% | +$19.4K | 0.04% | 202 |
|
|
2025
Q1 | $485K | Buy |
6,838
+1,109
| +19% | +$78.7K | 0.04% | 216 |
|
|
2024
Q4 | $403K | Buy |
5,729
+12
| +0.2% | +$845 | 0.04% | 223 |
|
|
2024
Q3 | $358K | Sell |
5,717
-290
| -5% | -$18.2K | 0.03% | 257 |
|
|
2024
Q2 | $381K | Buy |
6,007
+680
| +13% | +$43.2K | 0.04% | 219 |
|
|
2024
Q1 | $337K | Buy |
5,327
+831
| +18% | +$52.6K | 0.04% | 232 |
|
|
2023
Q4 | $231K | Buy |
+4,496
| New | +$231K | 0.03% | 297 |
|
|
2023
Q3 | – | Sell |
-7,645
| Closed | -$352K | – | 340 |
|
|
2023
Q2 | $352K | Buy |
7,645
+926
| +14% | +$42.6K | 0.05% | 187 |
|
|
2023
Q1 | $315K | Buy |
+6,719
| New | +$315K | 0.04% | 187 |
|