Strategic Family Wealth Counselors’s Citigroup C Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$266K	Buy	3,120 +135	+5%	+$11.5K	0.08%	125
2025 Q1	$212K	Buy	2,985 +25	+0.8%	+$1.78K	0.07%	131
2024 Q4	$208K	Buy	+2,960	New	+$208K	0.07%	128