Waterfront 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 | $2.66M | Sell |
31,299
-64
| -0.2% | -$5.45K | 0.6% | 47 |
|
|
2025
Q1 | $2.23M | Sell |
31,363
-399
| -1% | -$28.3K | 0.54% | 52 |
|
|
2024
Q4 | $2.24M | Buy |
31,762
+300
| +1% | +$21.1K | 0.54% | 48 |
|
|
2024
Q3 | $2.03M | Buy |
31,462
+3,941
| +14% | +$255K | 0.5% | 53 |
|
|
2024
Q2 | $1.75M | Buy |
27,521
+691
| +3% | +$43.9K | 0.47% | 56 |
|
|
2024
Q1 | $1.66M | Buy |
26,830
+7,014
| +35% | +$433K | 0.46% | 62 |
|
|
2023
Q4 | $1.02M | Buy |
19,816
+448
| +2% | +$23K | 0.3% | 100 |
|
|
2023
Q3 | $752K | Buy |
19,368
+6,293
| +48% | +$244K | 0.25% | 123 |
|
|
2023
Q2 | $621K | Buy |
13,075
+5,651
| +76% | +$268K | 0.18% | 151 |
|
|
2023
Q1 | $348K | Sell |
7,424
-99
| -1% | -$4.64K | 0.11% | 189 |
|
|
2022
Q4 | $390K | Buy |
7,523
+1
| +0% | +$52 | 0.13% | 181 |
|
|
2022
Q3 | $346K | Buy |
7,522
+436
| +6% | +$20.1K | 0.13% | 178 |
|
|
2022
Q2 | $326K | Buy |
7,086
+73
| +1% | +$3.36K | 0.13% | 179 |
|
|
2022
Q1 | $356K | Buy |
7,013
+1
| +0% | +$51 | 0.13% | 162 |
|
|
2021
Q4 | $423K | Buy |
7,012
+563
| +9% | +$34K | 0.17% | 131 |
|
|
2021
Q3 | $453K | Sell |
6,449
-49
| -0.8% | -$3.44K | 0.22% | 104 |
|
|
2021
Q2 | $460K | Buy |
6,498
+1
| +0% | +$71 | 0.22% | 104 |
|
|
2021
Q1 | $475K | Buy |
6,497
+1
| +0% | +$73 | 0.24% | 99 |
|
|
2020
Q4 | $401K | Buy |
+6,496
| New | +$401K | 0.28% | 83 |
|