WealthPlan Investment 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	$627K	Buy	+7,368	New	+$627K	0.05%	219
2023 Q3	–	Sell	-158	Closed	-$7.27K	–	186
2023 Q2	$7.27K	Hold	158	–	–	﹤0.01%	284
2023 Q1	$7.41K	Buy	+158	New	+$7.41K	﹤0.01%	342