TrueWealth 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 | $596K | Buy |
7,007
+520
| +8% | +$44.3K | 0.18% | 103 |
|
|
2025
Q1 | $460K | Buy |
6,487
+502
| +8% | +$35.6K | 0.15% | 117 |
|
|
2024
Q4 | $421K | Buy |
5,985
+437
| +8% | +$30.8K | 0.14% | 136 |
|
|
2024
Q3 | $347K | Buy |
5,548
+480
| +9% | +$30K | 0.12% | 158 |
|
|
2024
Q2 | $322K | Buy |
5,068
+238
| +5% | +$15.1K | 0.12% | 139 |
|
|
2024
Q1 | $305K | Sell |
4,830
-85
| -2% | -$5.38K | 0.12% | 145 |
|
|
2023
Q4 | $253K | Buy |
+4,915
| New | +$253K | 0.1% | 160 |
|