Waterfront Wealth’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
$2.66M Sell
2025
Q1
$2.23M Sell
2024
Q4
$2.24M Buy
2024
Q3
$2.03M Buy
2024
Q2
$1.75M Buy
2024
Q1
$1.66M Buy
2023
Q4
$1.02M Buy
2023
Q3
$752K Buy
2023
Q2
$621K Buy
2023
Q1
$348K Sell
2022
Q4
$390K Buy
2022
Q3
$346K Buy
2022
Q2
$326K Buy
2022
Q1
$356K Buy
2021
Q4
$423K Buy
2021
Q3
$453K Sell
2021
Q2
$460K Buy
2021
Q1
$475K Buy
2020
Q4
$401K Buy