Signature Wealth Management Partners’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$230K Sell
2025
Q1
$217K Sell
2024
Q4
$225K Hold
2024
Q3
$200K Hold
2024
Q2
$203K Buy
2023
Q4
Sell
2023
Q3
$391K Sell
2023
Q2
$569K Sell
2023
Q1
$622K Buy
2022
Q4
$486K Buy
2022
Q3
$424K Buy
2022
Q2
$465K Buy
2022
Q1
$483K Buy