Richardson Financial Services’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$196K Buy
2,270
+130
+6% +$11.2K 0.13% 150
2025
Q1
$152K Sell
2,140
-20
-0.9% -$1.42K 0.12% 163
2024
Q4
$152K Sell
2,160
-75
-3% -$5.28K 0.11% 165
2024
Q3
$142K Hold
2,235
0.09% 177
2024
Q2
$142K Buy
2,235
+50
+2% +$3.17K 0.1% 167
2024
Q1
$138K Buy
2,185
+40
+2% +$2.53K 0.1% 173
2023
Q4
$110K Buy
+2,145
New +$110K 0.1% 166