Principia Wealth Advisory’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.62K Buy
66
+37
+128% +$3.15K ﹤0.01% 217
2025
Q1
$1.86K Sell
29
-19
-40% -$1.22K ﹤0.01% 290
2024
Q4
$3.38K Buy
+48
New +$3.38K ﹤0.01% 181