Secure Asset Management’s Citigroup C Stock Holding History

Secure Asset Management’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$316K	Sell
2025 Q2	$280K	Buy
2025 Q1	$225K	Sell
2024 Q4	$238K	Buy
2023 Q4	–	Sell
2023 Q3	$1.02M	Buy
2023 Q2	$937K	Buy
2023 Q1	$913K	Buy
2022 Q4	$846K	Buy
2022 Q3	$222K	Buy
2022 Q2	$212K	Buy