Trueblood Wealth 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 | $439K | Buy |
5,161
+34
| +0.7% | +$2.89K | 0.18% | 156 |
|
|
2025
Q1 | $364K | Buy |
5,127
+678
| +15% | +$48.1K | 0.17% | 165 |
|
|
2024
Q4 | $313K | Sell |
4,449
-9
| -0.2% | -$634 | 0.15% | 180 |
|
|
2024
Q3 | $279K | Hold |
4,458
| – | – | 0.14% | 182 |
|
|
2024
Q2 | $283K | Hold |
4,458
| – | – | 0.16% | 169 |
|
|
2024
Q1 | $282K | Hold |
4,458
| – | – | 0.16% | 165 |
|
|
2023
Q4 | $229K | Buy |
+4,458
| New | +$229K | 0.14% | 180 |
|