Simplicity Wealth’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $788K | Buy |
9,260
+6,021
| +186% | +$513K | 0.03% | 374 |
|
|
2025
Q1 | $230K | Buy |
+3,239
| New | +$230K | 0.02% | 482 |
|
|
2024
Q3 | – | Sell |
-27,894
| Closed | -$1.77M | – | 582 |
|
|
2024
Q2 | $1.77M | Sell |
27,894
-752
| -3% | -$47.7K | 0.04% | 373 |
|
|
2024
Q1 | $1.81M | Buy |
+28,646
| New | +$1.81M | 0.04% | 370 |
|