Spartan Planning & Wealth Management’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$388K Buy
2025
Q2
$325K Buy
2025
Q1
Sell
2024
Q4
$231K Buy
2023
Q4
$127K Buy
2023
Q3
$288 Buy
2022
Q4
$226 Buy