Shelton Wealth Management’s Citigroup C Stock Holding History

Shelton Wealth 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	$1.46M	Sell
2025 Q2	$1.31M	Buy
2025 Q1	$1.01M	Sell
2024 Q4	$1.13M	Buy
2024 Q3	$965K	Buy
2024 Q2	$864K	Buy
2022 Q2	–	Sell
2022 Q1	$288K	Sell
2021 Q4	$336K	Buy