Richards, Merrill & Peterson’s Citigroup C Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-240
Closed -$17K 232
2025
Q1
$17K Hold
240
0.01% 355
2024
Q4
$16.9K Buy
+240
New +$16.9K 0.01% 344