Planning Capital Management Corporation’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$493K Sell
7,871
-3,351
-30% -$210K 0.33% 53
2024
Q2
$712K Buy
11,222
+16
+0.1% +$1.02K 0.5% 37
2024
Q1
$709K Buy
11,206
+1,648
+17% +$104K 0.52% 40
2023
Q4
$492K Buy
+9,558
New +$492K 0.38% 43