Transatlantique Private Wealth’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.39M Sell
16,346
-825
-5% -$70.2K 0.51% 57
2025
Q1
$1.22M Sell
17,171
-878
-5% -$62.3K 0.49% 57
2024
Q4
$1.27M Sell
18,049
-2,669
-13% -$188K 0.48% 62
2024
Q3
$1.3M Sell
20,718
-720
-3% -$45.1K 0.5% 54
2024
Q2
$1.36M Buy
21,438
+652
+3% +$41.3K 0.55% 51
2024
Q1
$1.31M Sell
20,786
-576
-3% -$36.4K 0.57% 54
2023
Q4
$1.1M Sell
21,362
-1,380
-6% -$71K 0.51% 59
2023
Q3
$935K Sell
22,742
-9,131
-29% -$376K 0.5% 65
2023
Q2
$1.47M Buy
31,873
+526
+2% +$24.2K 0.77% 31
2023
Q1
$1.47M Buy
31,347
+4,670
+18% +$219K 0.81% 31
2022
Q4
$1.21M Buy
26,677
+5,252
+25% +$237K 0.72% 37
2022
Q3
$893K Buy
21,425
+4,059
+23% +$169K 0.6% 50
2022
Q2
$799K Buy
+17,366
New +$799K 0.56% 62