Bard Financial Services’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Sell |
5,445
-750
| -12% | -$63.8K | 0.06% | 150 |
|
|
2025
Q1 | $440K | Hold |
6,195
| – | – | 0.05% | 156 |
|
|
2024
Q4 | $436K | Hold |
6,195
| – | – | 0.05% | 152 |
|
|
2024
Q3 | $388K | Sell |
6,195
-1,750
| -22% | -$110K | 0.05% | 168 |
|
|
2024
Q2 | $504K | Hold |
7,945
| – | – | 0.05% | 151 |
|
|
2024
Q1 | $502K | Hold |
7,945
| – | – | 0.05% | 154 |
|
|
2023
Q4 | $409K | Buy |
7,945
+125
| +2% | +$6.43K | 0.05% | 166 |
|
|
2023
Q3 | $322K | Sell |
7,820
-1,250
| -14% | -$51.4K | 0.04% | 172 |
|
|
2023
Q2 | $418K | Sell |
9,070
-25
| -0.3% | -$1.15K | 0.03% | 229 |
|
|
2023
Q1 | $426K | Buy |
9,095
+375
| +4% | +$17.6K | 0.03% | 222 |
|
|
2022
Q4 | $394K | Sell |
8,720
-4,125
| -32% | -$186K | 0.03% | 220 |
|
|
2022
Q3 | $535K | Buy |
12,845
+470
| +4% | +$19.6K | 0.05% | 189 |
|
|
2022
Q2 | $569K | Buy |
12,375
+3,030
| +32% | +$139K | 0.05% | 185 |
|
|
2022
Q1 | $499K | Buy |
9,345
+4,625
| +98% | +$247K | 0.04% | 192 |
|
|
2021
Q4 | $285K | Buy |
4,720
+1,125
| +31% | +$67.9K | 0.02% | 241 |
|
|
2021
Q3 | $252K | Hold |
3,595
| – | – | 0.02% | 239 |
|
|
2021
Q2 | $254K | Buy |
3,595
+250
| +7% | +$17.7K | 0.02% | 236 |
|
|
2021
Q1 | $243K | Sell |
3,345
-425
| -11% | -$30.9K | 0.02% | 231 |
|
|
2020
Q4 | $232K | Buy |
+3,770
| New | +$232K | 0.02% | 231 |
|