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 |
|