VisionPoint Advisory Group’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$668K Buy
7,850
+2,268
+41% +$193K 0.15% 156
2025
Q1
$396K Buy
5,582
+483
+9% +$34.3K 0.14% 139
2024
Q4
$357K Sell
5,099
-131
-3% -$9.16K 0.12% 134
2024
Q3
$327K Buy
5,230
+1,666
+47% +$104K 0.11% 136
2024
Q2
$226K Buy
3,564
+3,559
+71,180% +$226K 0.08% 153
2024
Q1
$316 Sell
5
-25
-83% -$1.58K ﹤0.01% 760
2023
Q4
$1.54K Sell
30
-60
-67% -$3.09K ﹤0.01% 651
2023
Q3
$3.7K Buy
90
+60
+200% +$2.47K ﹤0.01% 531
2023
Q2
$1.38K Buy
+30
New +$1.38K ﹤0.01% 493
2021
Q2
Sell
-2,805
Closed -$204K 94
2021
Q1
$204K Buy
+2,805
New +$204K 0.1% 111