Total Wealth Planning & 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	$753K	Sell	4,900 -2,664	-35%	-$409K	0.61%	47
2025 Q1	$537K	Sell	7,564 -1,309	-15%	-$92.9K	0.51%	62
2024 Q4	$625K	Buy	+8,873	New	+$625K	0.57%	47