XML Financial’s Citigroup C Stock Holding History

XML Financial’s Portfolio C Stock Details C Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$445K	Buy
2023 Q2	–	Sell
2023 Q1	$319K	Sell
2022 Q4	$316K	Sell
2022 Q3	$562K	Buy
2022 Q2	–	Sell
2022 Q1	$5.94M	Buy
2021 Q4	$6.64M	Buy
2021 Q3	$6.85M	Buy