RWM
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Riverbend Wealth Management’s Citigroup C Stock Holding History

Riverbend Wealth Management’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.29M Buy
15,138
+1,506
+11% +$128K 0.98% 30
2025
Q1 		$968K Buy
13,632
+2,688
+25% +$191K 0.87% 35
2024
Q4 		$772K Buy
+10,944
New +$772K 0.69% 41