Beaird Harris Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.5K | Buy |
711
+98
| +16% | +$8.34K | ﹤0.01% | 231 |
|
|
2025
Q1 | $43.5K | Buy |
613
+44
| +8% | +$3.12K | ﹤0.01% | 234 |
|
|
2024
Q4 | $40.1K | Sell |
569
-991
| -64% | -$69.8K | ﹤0.01% | 248 |
|
|
2024
Q3 | $97.7K | Buy |
1,560
+961
| +160% | +$60.2K | 0.01% | 179 |
|
|
2024
Q2 | $38K | Hold |
599
| – | – | ﹤0.01% | 245 |
|
|
2024
Q1 | $37.9K | Buy |
599
+1
| +0.2% | +$63 | ﹤0.01% | 222 |
|
|
2023
Q4 | $30.8K | Buy |
598
+569
| +1,962% | +$29.3K | ﹤0.01% | 221 |
|
|
2023
Q3 | $1.2K | Hold |
29
| – | – | ﹤0.01% | 384 |
|
|
2023
Q2 | $1.33K | Hold |
29
| – | – | ﹤0.01% | 383 |
|
|
2023
Q1 | $1.34K | Sell |
29
-97
| -77% | -$4.49K | ﹤0.01% | 394 |
|
|
2022
Q4 | $5.72K | Buy |
126
+98
| +350% | +$4.45K | ﹤0.01% | 397 |
|
|
2022
Q3 | $1K | Sell |
28
-476
| -94% | -$17K | ﹤0.01% | 426 |
|
|
2022
Q2 | $23K | Buy |
504
+215
| +74% | +$9.81K | 0.01% | 192 |
|
|
2022
Q1 | $15K | Buy |
289
+261
| +932% | +$13.5K | 0.01% | 278 |
|
|
2021
Q4 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 558 |
|