Bell & Brown Wealth 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 | $2.64M | Buy |
30,969
+156
| +0.5% | +$13.3K | 0.94% | 40 |
|
|
2025
Q1 | $2.19M | Buy |
30,813
+1,887
| +7% | +$134K | 0.85% | 43 |
|
|
2024
Q4 | $2.04M | Buy |
28,926
+1,607
| +6% | +$113K | 0.76% | 46 |
|
|
2024
Q3 | $1.71M | Buy |
27,319
+459
| +2% | +$28.7K | 0.67% | 47 |
|
|
2024
Q2 | $1.7M | Buy |
26,860
+1,207
| +5% | +$76.6K | 0.65% | 47 |
|
|
2024
Q1 | $1.62M | Sell |
25,653
-292
| -1% | -$18.5K | 0.69% | 48 |
|
|
2023
Q4 | $1.33M | Buy |
+25,945
| New | +$1.33M | 0.62% | 50 |
|
|
2023
Q2 | $1.3M | Buy |
28,200
+1,807
| +7% | +$83.2K | 0.65% | 49 |
|
|
2023
Q1 | $1.24M | Buy |
26,393
+627
| +2% | +$29.4K | 0.66% | 49 |
|
|
2022
Q4 | $1.17M | Sell |
25,766
-9,564
| -27% | -$433K | 0.64% | 49 |
|
|
2022
Q3 | $1.47M | Buy |
35,330
+2,370
| +7% | +$98.7K | 0.91% | 47 |
|
|
2022
Q2 | $1.52M | Buy |
32,960
+1,182
| +4% | +$54.4K | 0.81% | 49 |
|
|
2022
Q1 | $1.7M | Buy |
31,778
+314
| +1% | +$16.8K | 0.77% | 48 |
|
|
2021
Q4 | $2.13M | Buy |
31,464
+4,767
| +18% | +$323K | 1.03% | 44 |
|
|
2021
Q3 | $1.87M | Buy |
+26,697
| New | +$1.87M | 1.01% | 41 |
|
|
2020
Q3 | $1M | Buy |
23,054
+4,533
| +24% | +$197K | 0.72% | 47 |
|
|
2020
Q2 | $948K | Buy |
18,521
+2,352
| +15% | +$120K | 0.74% | 47 |
|
|
2020
Q1 | $713K | Sell |
16,169
-111
| -0.7% | -$4.9K | 0.66% | 48 |
|
|
2019
Q4 | $1.32M | Sell |
16,280
-72
| -0.4% | -$5.82K | 0.98% | 39 |
|
|
2019
Q3 | $1.12M | Buy |
16,352
+485
| +3% | +$33.1K | 0.92% | 46 |
|
|
2019
Q2 | $1.11M | Buy |
15,867
+44
| +0.3% | +$3.08K | 0.98% | 43 |
|
|
2019
Q1 | $985K | Buy |
15,823
+368
| +2% | +$22.9K | 0.9% | 51 |
|
|
2018
Q4 | $805K | Buy |
15,455
+1,188
| +8% | +$61.9K | 0.86% | 48 |
|
|
2018
Q3 | $934K | Buy |
14,267
+1,070
| +8% | +$70K | 0.87% | 47 |
|
|
2018
Q2 | $883K | Buy |
13,197
+1,153
| +10% | +$77.1K | 0.87% | 47 |
|
|
2018
Q1 | $820K | Buy |
12,044
+54
| +0.5% | +$3.68K | 0.86% | 50 |
|
|
2017
Q4 | $892K | Buy |
+11,990
| New | +$892K | 0.92% | 46 |
|