Beaumont Financial Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Sell |
3,976
-384
| -9% | -$32.7K | 0.02% | 277 |
|
|
2025
Q1 | $310K | Buy |
4,360
+597
| +16% | +$42.4K | 0.02% | 284 |
|
|
2024
Q4 | $265K | Sell |
3,763
-14
| -0.4% | -$986 | 0.02% | 310 |
|
|
2024
Q3 | $236K | Sell |
3,777
-157
| -4% | -$9.83K | 0.02% | 315 |
|
|
2024
Q2 | $250K | Buy |
3,934
+122
| +3% | +$7.74K | 0.02% | 304 |
|
|
2024
Q1 | $241K | Buy |
+3,812
| New | +$241K | 0.02% | 318 |
|
|
2022
Q2 | – | Sell |
-4,084
| Closed | -$218K | – | 310 |
|
|
2022
Q1 | $218K | Buy |
4,084
+26
| +0.6% | +$1.39K | 0.02% | 338 |
|
|
2021
Q4 | $245K | Buy |
4,058
+140
| +4% | +$8.45K | 0.02% | 315 |
|
|
2021
Q3 | $275K | Sell |
3,918
-3,804
| -49% | -$267K | 0.02% | 284 |
|
|
2021
Q2 | $546K | Sell |
7,722
-281
| -4% | -$19.9K | 0.04% | 201 |
|
|
2021
Q1 | $582K | Sell |
8,003
-586
| -7% | -$42.6K | 0.05% | 180 |
|
|
2020
Q4 | $530K | Sell |
8,589
-870
| -9% | -$53.7K | 0.05% | 189 |
|
|
2020
Q3 | $408K | Buy |
9,459
+503
| +6% | +$21.7K | 0.04% | 213 |
|
|
2020
Q2 | $458K | Sell |
8,956
-1,091
| -11% | -$55.8K | 0.05% | 186 |
|
|
2020
Q1 | $423K | Sell |
10,047
-268
| -3% | -$11.3K | 0.05% | 160 |
|
|
2019
Q4 | $824K | Buy |
10,315
+155
| +2% | +$12.4K | 0.08% | 141 |
|
|
2019
Q3 | $702K | Buy |
+10,160
| New | +$702K | 0.07% | 147 |
|