Waterloo Capital’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $982K | Buy |
11,536
+7,288
| +172% | +$620K | 0.08% | 181 |
|
|
2025
Q1 | $302K | Buy |
4,248
+1,085
| +34% | +$77K | 0.03% | 320 |
|
|
2024
Q4 | $223K | Buy |
+3,163
| New | +$223K | 0.02% | 338 |
|
|
2024
Q3 | – | Sell |
-5,347
| Closed | -$339K | – | 364 |
|
|
2024
Q2 | $339K | Sell |
5,347
-248
| -4% | -$15.7K | 0.04% | 274 |
|
|
2024
Q1 | $354K | Sell |
5,595
-462
| -8% | -$29.2K | 0.05% | 264 |
|
|
2023
Q4 | $312K | Buy |
+6,057
| New | +$312K | 0.05% | 286 |
|