RKL Wealth Management’s Citigroup C Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$247K	Sell	2,906 -56	-2%	-$4.77K	0.02%	165
2025 Q1	$210K	Hold	2,962	–	–	0.02%	165
2024 Q4	$208K	Buy	+2,962	New	+$208K	0.02%	168
2017 Q4	–	Sell	-6,112	Closed	-$241K	–	139
2017 Q3	$241K	Buy	+6,112	New	+$241K	0.07%	137