Beacon Investment Advisory Services’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Sell |
4,403
-86
| -2% | -$7.32K | 0.02% | 193 |
|
|
2025
Q1 | $319K | Buy |
4,489
+493
| +12% | +$35K | 0.01% | 196 |
|
|
2024
Q4 | $281K | Sell |
3,996
-290
| -7% | -$20.4K | 0.01% | 213 |
|
|
2024
Q3 | $268K | Hold |
4,286
| – | – | 0.01% | 228 |
|
|
2024
Q2 | $272K | Hold |
4,286
| – | – | 0.01% | 227 |
|
|
2024
Q1 | $271K | Buy |
+4,286
| New | +$271K | 0.01% | 232 |
|
|
2021
Q2 | – | Sell |
-3,463
| Closed | -$252K | – | 301 |
|
|
2021
Q1 | $252K | Sell |
3,463
-735
| -18% | -$53.5K | 0.01% | 268 |
|
|
2020
Q4 | $259K | Sell |
4,198
-685
| -14% | -$42.3K | 0.01% | 242 |
|
|
2020
Q3 | $211K | Sell |
4,883
-335
| -6% | -$14.5K | 0.01% | 236 |
|
|
2020
Q2 | $267K | Sell |
5,218
-1,251
| -19% | -$64K | 0.02% | 213 |
|
|
2020
Q1 | $272K | Buy |
+6,469
| New | +$272K | 0.02% | 202 |
|
|
2017
Q4 | – | Sell |
-3,885
| Closed | -$283K | – | 248 |
|
|
2017
Q3 | $283K | Buy |
+3,885
| New | +$283K | 0.02% | 231 |
|