Trajan Wealth’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.43M Sell
75,589
-649
-0.9% -$55.2K 0.31% 58
2025
Q1
$5.41M Buy
76,238
+65,092
+584% +$4.62M 0.3% 63
2024
Q4
$785K Sell
11,146
-1,318
-11% -$92.8K 0.04% 113
2024
Q3
$780K Sell
12,464
-140
-1% -$8.76K 0.05% 112
2024
Q2
$800K Sell
12,604
-1,696
-12% -$108K 0.05% 112
2024
Q1
$904K Buy
+14,300
New +$904K 0.06% 112