Processus Wealth & Capital Management’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.06M Buy
35,895
+36
+0.1% +$3.06K 2.41% 19
2025
Q1
$2.55M Buy
35,859
+484
+1% +$34.4K 2.17% 20
2024
Q4
$2.49M Sell
35,375
-347
-1% -$24.4K 1.98% 21
2024
Q3
$2.24M Sell
35,722
-2,232
-6% -$140K 1.84% 24
2024
Q2
$2.41M Buy
37,954
+26
+0.1% +$1.65K 2% 22
2024
Q1
$2.4M Buy
37,928
+6,641
+21% +$420K 2.13% 19
2023
Q4
$1.61M Buy
+31,287
New +$1.61M 1.61% 26