Spartan Planning & Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Buy |
+3,815
| New | +$325K | 0.28% | 61 |
|
|
2025
Q1 | – | Sell |
-3,276
| Closed | -$231K | – | 69 |
|
|
2024
Q4 | $231K | Buy |
+3,276
| New | +$231K | 0.21% | 62 |
|
|
2023
Q4 | $127K | Buy |
2,476
+2,469
| +35,271% | +$127K | 0.14% | 82 |
|
|
2023
Q3 | $288 | Buy |
+7
| New | +$288 | ﹤0.01% | 136 |
|
|
2022
Q4 | $226 | Buy |
+5
| New | +$226 | ﹤0.01% | 147 |
|