Beaumont Financial Advisors’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 | $397K | Sell |
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|
2025
Q2 | $338K | Sell |
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|
2025
Q1 | $310K | Buy |
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|
2024
Q4 | $265K | Sell |
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|
2024
Q3 | $236K | Sell |
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|
2024
Q2 | $250K | Buy |
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|
2024
Q1 | $241K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $218K | Buy |
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|
2021
Q4 | $245K | Buy |
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|
2021
Q3 | $275K | Sell |
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|
2021
Q2 | $546K | Sell |
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|
2021
Q1 | $582K | Sell |
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|
2020
Q4 | $530K | Sell |
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|
2020
Q3 | $408K | Buy |
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|
2020
Q2 | $458K | Sell |
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|
2020
Q1 | $423K | Sell |
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|
2019
Q4 | $824K | Buy |
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|
2019
Q3 | $702K | Buy |
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