Beacon Financial Advisory’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
21,722
+442
| +2% | +$37.6K | 0.48% | 43 |
|
|
2025
Q1 | $1.51M | Sell |
21,280
-85
| -0.4% | -$6.03K | 0.46% | 44 |
|
|
2024
Q4 | $1.5M | Buy |
21,365
+320
| +2% | +$22.5K | 0.49% | 46 |
|
|
2024
Q3 | $1.32M | Buy |
21,045
+81
| +0.4% | +$5.07K | 0.45% | 53 |
|
|
2024
Q2 | $1.33M | Buy |
+20,964
| New | +$1.33M | 0.5% | 45 |
|
|
2020
Q1 | – | Sell |
-4,306
| Closed | -$344K | – | 137 |
|
|
2019
Q4 | $344K | Buy |
+4,306
| New | +$344K | 0.29% | 99 |
|