Whalen 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	$416K	Buy	+4,883	New	+$416K	0.26%	112
2025 Q1	–	Sell	-13,312	Closed	-$937K	–	125
2024 Q4	$937K	Buy	+13,312	New	+$937K	0.65%	30