Bay Harbor 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 | $5.28K | Buy |
62
+42
| +210% | +$3.58K | ﹤0.01% | 179 |
|
2025
Q1 | $1.42K | Buy |
+20
| New | +$1.42K | ﹤0.01% | 242 |
|
2021
Q1 | – | Sell |
-32
| Closed | -$2K | – | 243 |
|
2020
Q4 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 337 |
|
2020
Q3 | – | Sell |
-100
| Closed | -$5K | – | 376 |
|
2020
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 239 |
|
2019
Q4 | – | Sell |
-6
| Closed | – | – | 338 |
|
2019
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 361 |
|
2019
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 356 |
|
2019
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 393 |
|
2018
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 385 |
|