Private Advisory Group’s Citigroup C Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-69,581	Closed	-$4.94M	–	204
2025 Q1	$4.94M	Buy	69,581 +11,978	+21%	+$850K	0.55%	52
2024 Q4	$4.05M	Sell	57,603 -2,605	-4%	-$183K	0.45%	57
2024 Q3	$3.77M	Buy	+60,208	New	+$3.77M	0.45%	50