West Financial 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 | $29.6K | Hold |
348
| – | – | 0.01% | 123 |
|
|
2025
Q1 | $24.7K | Hold |
348
| – | – | ﹤0.01% | 129 |
|
|
2024
Q4 | $24.5K | Hold |
348
| – | – | ﹤0.01% | 126 |
|
|
2024
Q3 | $21.8K | Buy |
+348
| New | +$21.8K | ﹤0.01% | 124 |
|
|
2021
Q2 | – | Sell |
-30
| Closed | -$2K | – | 147 |
|
|
2021
Q1 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 139 |
|