Trivest Advisors’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16M Buy
+188,400
New +$16M 0.62% 27
2025
Q1
Sell
-175,000
Closed -$12.3M 28
2024
Q4
$12.3M Buy
+175,000
New +$12.3M 0.56% 37