Beacon Pointe Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.06M | Buy |
71,166
+222
| +0.3% | +$18.9K | 0.06% | 269 |
|
|
2025
Q1 | $5.04M | Sell |
70,944
-1,522
| -2% | -$108K | 0.06% | 295 |
|
|
2024
Q4 | $5.1M | Buy |
72,466
+7,138
| +11% | +$502K | 0.06% | 280 |
|
|
2024
Q3 | $4.09M | Sell |
65,328
-9,473
| -13% | -$593K | 0.05% | 327 |
|
|
2024
Q2 | $4.75M | Sell |
74,801
-9,657
| -11% | -$613K | 0.06% | 291 |
|
|
2024
Q1 | $5.34M | Sell |
84,458
-8,922
| -10% | -$564K | 0.06% | 275 |
|
|
2023
Q4 | $4.8M | Sell |
93,380
-30,088
| -24% | -$1.55M | 0.06% | 295 |
|
|
2023
Q3 | $5.08M | Sell |
123,468
-6,213
| -5% | -$256K | 0.06% | 259 |
|
|
2023
Q2 | $5.97M | Buy |
129,681
+12,440
| +11% | +$573K | 0.1% | 188 |
|
|
2023
Q1 | $5.5M | Sell |
117,241
-395
| -0.3% | -$18.5K | 0.09% | 196 |
|
|
2022
Q4 | $5.32M | Buy |
117,636
+20,553
| +21% | +$930K | 0.1% | 184 |
|
|
2022
Q3 | $4.05M | Buy |
97,083
+10,631
| +12% | +$443K | 0.09% | 197 |
|
|
2022
Q2 | $3.98M | Sell |
86,452
-166,942
| -66% | -$7.69M | 0.08% | 210 |
|
|
2022
Q1 | $13.5M | Buy |
253,394
+158,938
| +168% | +$8.49M | 0.19% | 123 |
|
|
2021
Q4 | $5.7M | Buy |
94,456
+8,585
| +10% | +$518K | 0.15% | 129 |
|
|
2021
Q3 | $6.03M | Buy |
85,871
+18,190
| +27% | +$1.28M | 0.15% | 148 |
|
|
2021
Q2 | $4.79M | Buy |
67,681
+54,252
| +404% | +$3.84M | 0.17% | 121 |
|
|
2021
Q1 | $978K | Sell |
13,429
-3,140
| -19% | -$229K | 0.06% | 213 |
|
|
2020
Q4 | $1.02M | Buy |
16,569
+2,141
| +15% | +$132K | 0.07% | 194 |
|
|
2020
Q3 | $623K | Sell |
14,428
-620
| -4% | -$26.8K | 0.06% | 208 |
|
|
2020
Q2 | $772K | Buy |
15,048
+9,633
| +178% | +$494K | 0.08% | 183 |
|
|
2020
Q1 | $227K | Buy |
5,415
+1,138
| +27% | +$47.7K | 0.04% | 263 |
|
|
2019
Q4 | $342K | Sell |
4,277
-1,962
| -31% | -$157K | 0.11% | 159 |
|
|
2019
Q3 | $431K | Buy |
6,239
+1,957
| +46% | +$135K | 0.19% | 109 |
|
|
2019
Q2 | $300K | Buy |
+4,282
| New | +$300K | 0.11% | 158 |
|