Silverlake Wealth Management’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$478K Buy
5,616
+150
+3% +$12.8K 0.14% 173
2025
Q1
$388K Sell
5,466
-1,654
-23% -$117K 0.15% 158
2024
Q4
$501K Sell
7,120
-72
-1% -$5.07K 0.19% 129
2024
Q3
$450K Buy
7,192
+179
+3% +$11.2K 0.17% 143
2024
Q2
$445K Buy
7,013
+18
+0.3% +$1.14K 0.18% 134
2024
Q1
$442K Buy
6,995
+14
+0.2% +$885 0.23% 115
2023
Q4
$359K Sell
6,981
-387
-5% -$19.9K 0.2% 136
2023
Q3
$303K Sell
7,368
-1,841
-20% -$75.7K 0.17% 161
2023
Q2
$424K Buy
9,209
+35
+0.4% +$1.61K 0.24% 106
2023
Q1
$430K Buy
9,174
+30
+0.3% +$1.41K 0.26% 99
2022
Q4
$414K Sell
9,144
-270
-3% -$12.2K 0.26% 98
2022
Q3
$392K Buy
9,414
+92
+1% +$3.83K 0.27% 96
2022
Q2
$429K Buy
9,322
+226
+2% +$10.4K 0.28% 91
2022
Q1
$486K Buy
9,096
+23
+0.3% +$1.23K 0.28% 92
2021
Q4
$548K Buy
+9,073
New +$548K 0.29% 89