Resonant Capital Advisors’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$521K Buy
6,117
+2,353
+63% +$200K 0.03% 233
2025
Q1
$267K Buy
3,764
+168
+5% +$11.9K 0.02% 307
2024
Q4
$253K Buy
+3,596
New +$253K 0.02% 302
2021
Q4
Sell
-2,974
Closed -$209K 206
2021
Q3
$209K Buy
+2,974
New +$209K 0.04% 185
2020
Q1
Sell
-2,887
Closed -$231K 193
2019
Q4
$231K Buy
+2,887
New +$231K 0.07% 189