Source Financial Advisors’s Citigroup C Stock Holding History

Source Financial Advisors’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
2024 Q3	$214K	Sell
2024 Q2	$218K	Buy
2024 Q1	$215K	Buy
2021 Q2	–	Sell
2021 Q1	$201K	Buy