Beacon Investment Advisory 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 | $447K | Hold |
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|
2025
Q2 | $375K | Sell |
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|
2025
Q1 | $319K | Buy |
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|
2024
Q4 | $281K | Sell |
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|
2024
Q3 | $268K | Hold |
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|
2024
Q2 | $272K | Hold |
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|
2024
Q1 | $271K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $252K | Sell |
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|
2020
Q4 | $259K | Sell |
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|
2020
Q3 | $211K | Sell |
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|
2020
Q2 | $267K | Sell |
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|
2020
Q1 | $272K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $283K | Buy |
|