True Wealth Design’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Buy |
2,189
+632
| +41% | +$53.8K | 0.07% | 54 |
|
|
2025
Q1 | $111K | Buy |
1,557
+362
| +30% | +$25.7K | 0.04% | 78 |
|
|
2024
Q4 | $84.1K | Buy |
1,195
+119
| +11% | +$8.38K | 0.03% | 85 |
|
|
2024
Q3 | $67.4K | Buy |
+1,076
| New | +$67.4K | 0.03% | 90 |
|
|
2024
Q1 | – | Sell |
-39
| Closed | -$2.01K | – | 793 |
|
|
2023
Q4 | $2.01K | Buy |
+39
| New | +$2.01K | ﹤0.01% | 307 |
|
|
2023
Q2 | – | Sell |
-7
| Closed | -$329 | – | 799 |
|
|
2023
Q1 | $329 | Buy |
+7
| New | +$329 | ﹤0.01% | 629 |
|