BRIA
Balanced Rock Investment Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Sell |
6,766
-103
| -1% | -$8.77K | 0.45% | 46 |
|
|
2025
Q1 | $488K | Sell |
6,869
-233
| -3% | -$16.5K | 0.39% | 47 |
|
|
2024
Q4 | $500K | Sell |
7,102
-987
| -12% | -$69.5K | 0.4% | 47 |
|
|
2024
Q3 | $506K | Sell |
8,089
-283
| -3% | -$17.7K | 0.4% | 47 |
|
|
2024
Q2 | $531K | Sell |
8,372
-154
| -2% | -$9.77K | 0.45% | 46 |
|
|
2024
Q1 | $539K | Sell |
8,526
-2,709
| -24% | -$171K | 0.46% | 47 |
|
|
2023
Q4 | $578K | Buy |
+11,235
| New | +$578K | 0.51% | 47 |
|