Bard Financial Services’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $540K | Sell |
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|
2025
Q2 | $463K | Sell |
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|
2025
Q1 | $440K | Hold |
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|
2024
Q4 | $436K | Hold |
|
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|
2024
Q3 | $388K | Sell |
|
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|
2024
Q2 | $504K | Hold |
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|
2024
Q1 | $502K | Hold |
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|
2023
Q4 | $409K | Buy |
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|
2023
Q3 | $322K | Sell |
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|
2023
Q2 | $418K | Sell |
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|
2023
Q1 | $426K | Buy |
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|
2022
Q4 | $394K | Sell |
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|
2022
Q3 | $535K | Buy |
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|
2022
Q2 | $569K | Buy |
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|
2022
Q1 | $499K | Buy |
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|
2021
Q4 | $285K | Buy |
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|
2021
Q3 | $252K | Hold |
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|
2021
Q2 | $254K | Buy |
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|
2021
Q1 | $243K | Sell |
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|
2020
Q4 | $232K | Buy |
|