Beacon Financial Group’s Citigroup C Stock Holding History

Beacon Financial Group’s Portfolio C Stock Details C Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$265K	Buy
2018 Q2	–	Sell
2018 Q1	$251K	Buy
2014 Q4	–	Sell
2014 Q3	$482K	Sell
2014 Q2	$442K	Buy
2014 Q1	$425K	Buy