Regent Peak Wealth Advisors’s Citigroup C Stock Holding History

Regent Peak Wealth Advisors’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
2025 Q3	$377K	Buy
2021 Q4	–	Sell
2021 Q3	$231K	Buy
2021 Q2	$213K	Sell
2021 Q1	$308K	Buy
2020 Q4	$247K	Buy
2020 Q1	–	Sell
2019 Q4	$320K	Buy