World Investment 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
$8.3M Buy
97,480
+63,866
+190% +$5.44M 0.19% 122
2025
Q1
$2.39M Buy
33,614
+6,908
+26% +$490K 0.06% 319
2024
Q4
$1.88M Buy
26,706
+5,179
+24% +$365K 0.05% 335
2024
Q3
$1.35M Buy
21,527
+5,763
+37% +$361K 0.04% 367
2024
Q2
$1M Buy
+15,764
New +$1M 0.06% 271