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RDA Financial Network’s Citigroup C Stock Holding History

RDA Financial Network’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$545K Hold
3,895
– – 0.12% 147
2026
Q1 		$442K Sell
3,895
-80
-2% -$9.11K 0.11% 178
2025
Q4 		$464K Buy
3,975
+40
+1% +$4.15K 0.11% 160
2025
Q3 		$399K Sell
3,935
-5
-0.1% -$474 0.1% 180
2025
Q2 		$335K Buy
3,940
+130
+3% +$9.4K 0.09% 190
2025
Q1 		$270K Sell
3,810
-120
-3% -$9.15K 0.08% 201
2024
Q4 		$277K Buy
3,930
+443
+13% +$29.9K 0.08% 200
2024
Q3 		$218K Sell
3,487
-20
-0.6% -$1.24K 0.07% 220
2024
Q2 		$223K Buy
3,507
+237
+7% +$14.6K 0.07% 212
2024
Q1 		$207K Buy
+3,270
New +$182K 0.07% 218
2022
Q2 		– Sell
-4,173
Closed -$223K – 217
2022
Q1 		$223K Sell
4,173
-2,380
-36% -$147K 0.09% 201
2021
Q4 		$396K Buy
6,553
+310
+5% +$20.6K 0.16% 145
2021
Q3 		$438K Buy
6,243
+80
+1% +$5.59K 0.19% 122
2021
Q2 		$436K Buy
6,163
+255
+4% +$18.9K 0.19% 125
2021
Q1 		$430K Buy
5,908
+110
+2% +$7.34K 0.18% 130
2020
Q4 		$358K Buy
+5,798
New +$295K 0.16% 142
2020
Q1 		– Sell
-3,178
Closed -$243K – 195
2019
Q4 		$243K Buy
3,178
+140
+5% +$10.3K 0.1% 212
2019
Q3 		$227K Sell
3,038
-184
-6% -$12.5K 0.1% 214
2019
Q2 		$229K Sell
3,222
-180
-5% -$12K 0.1% 198
2019
Q1 		$229K Buy
+3,402
New +$211K 0.11% 186

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return