Symphony Financial’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
+3,396
| New | +$286K | 0.04% | 206 |
|
|
2025
Q1 | – | Sell |
-2,468
| Closed | -$202K | – | 118 |
|
|
2024
Q4 | $202K | Buy |
+2,468
| New | +$202K | 0.03% | 220 |
|
|
2024
Q3 | – | Sell |
-3,674
| Closed | -$228K | – | 228 |
|
|
2024
Q2 | $228K | Buy |
+3,674
| New | +$228K | 0.04% | 194 |
|
|
2022
Q2 | – | Sell |
-4,060
| Closed | -$203K | – | 182 |
|
|
2022
Q1 | $203K | Buy |
4,060
+81
| +2% | +$4.05K | 0.05% | 184 |
|
|
2021
Q4 | $251K | Buy |
3,979
+1,136
| +40% | +$71.7K | 0.07% | 163 |
|
|
2021
Q3 | $203K | Buy |
+2,843
| New | +$203K | 0.07% | 166 |
|