SAI
Savvy Advisors Inc’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
12,431
+3,134
| +34% | +$267K | 0.07% | 209 |
|
|
2025
Q1 | $660K | Sell |
9,297
-164
| -2% | -$11.6K | 0.07% | 236 |
|
|
2024
Q4 | $666K | Sell |
9,461
-1,495
| -14% | -$105K | 0.08% | 205 |
|
|
2024
Q3 | $686K | Buy |
10,956
+2,764
| +34% | +$173K | 0.14% | 149 |
|
|
2024
Q2 | $520K | Buy |
8,192
+857
| +12% | +$54.4K | 0.17% | 139 |
|
|
2024
Q1 | $464K | Sell |
7,335
-152
| -2% | -$9.61K | 0.27% | 101 |
|
|
2023
Q4 | $385K | Buy |
+7,487
| New | +$385K | 0.37% | 80 |
|