Balanced Rock Investment Advisors’s Citigroup C Stock Holding History

Balanced Rock Investment Advisors’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$576K	Sell
2025 Q1	$488K	Sell
2024 Q4	$500K	Sell
2024 Q3	$506K	Sell
2024 Q2	$531K	Sell
2024 Q1	$539K	Sell
2023 Q4	$578K	Buy