Bell & Brown Wealth Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.46M | Buy |
31,869
+209
| +0.7% | +$27.2K | 1.35% | 30 |
|
|
2026
Q1 | $3.59M | Buy |
31,660
+5
| +0% | +$569 | 1.16% | 36 |
|
|
2025
Q4 | $3.69M | Buy |
31,655
+987
| +3% | +$102K | 1.19% | 34 |
|
|
2025
Q3 | $3.11M | Sell |
30,668
-301
| -1% | -$28.6K | 1.02% | 37 |
|
|
2025
Q2 | $2.64M | Buy |
30,969
+156
| +0.5% | +$11.3K | 0.94% | 40 |
|
|
2025
Q1 | $2.19M | Buy |
30,813
+1,887
| +7% | +$144K | 0.85% | 43 |
|
|
2024
Q4 | $2.04M | Buy |
28,926
+1,607
| +6% | +$108K | 0.76% | 46 |
|
|
2024
Q3 | $1.71M | Buy |
27,319
+459
| +2% | +$28.4K | 0.67% | 47 |
|
|
2024
Q2 | $1.7M | Buy |
26,860
+1,207
| +5% | +$74.4K | 0.65% | 47 |
|
|
2024
Q1 | $1.62M | Sell |
25,653
-292
| -1% | -$16.2K | 0.69% | 48 |
|
|
2023
Q4 | $1.33M | Buy |
+25,945
| New | +$1.15M | 0.62% | 50 |
|
|
2023
Q2 | $1.3M | Buy |
28,200
+1,807
| +7% | +$84.6K | 0.65% | 49 |
|
|
2023
Q1 | $1.24M | Buy |
26,393
+627
| +2% | +$30.8K | 0.66% | 49 |
|
|
2022
Q4 | $1.17M | Sell |
25,766
-9,564
| -27% | -$434K | 0.64% | 49 |
|
|
2022
Q3 | $1.47M | Buy |
35,330
+2,370
| +7% | +$117K | 0.91% | 47 |
|
|
2022
Q2 | $1.52M | Buy |
32,960
+1,182
| +4% | +$59.1K | 0.81% | 49 |
|
|
2022
Q1 | $1.7M | Buy |
31,778
+314
| +1% | +$19.4K | 0.77% | 48 |
|
|
2021
Q4 | $2.13M | Buy |
31,464
+4,767
| +18% | +$317K | 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% | +$226K | 0.72% | 47 |
|
|
2020
Q2 | $948K | Buy |
18,521
+2,352
| +15% | +$112K | 0.74% | 47 |
|
|
2020
Q1 | $713K | Sell |
16,169
-111
| -0.7% | -$7.45K | 0.66% | 48 |
|
|
2019
Q4 | $1.31M | Sell |
16,280
-72
| -0.4% | -$5.32K | 0.98% | 39 |
|
|
2019
Q3 | $1.12M | Buy |
16,352
+485
| +3% | +$33K | 0.92% | 46 |
|
|
2019
Q2 | $1.11M | Buy |
15,867
+44
| +0.3% | +$2.94K | 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% | +$75.2K | 0.86% | 48 |
|
|
2018
Q3 | $934K | Buy |
14,267
+1,070
| +8% | +$75.6K | 0.87% | 47 |
|
|
2018
Q2 | $883K | Buy |
13,197
+1,153
| +10% | +$79.4K | 0.87% | 47 |
|
|
2018
Q1 | $820K | Buy |
12,044
+54
| +0.5% | +$4.06K | 0.86% | 50 |
|
|
2017
Q4 | $892K | Buy |
+11,990
| New | +$887K | 0.92% | 46 |
|
Other funds holding C
Bell & Brown Wealth Advisors's C Position: Q2 2026 in Review
Bell & Brown Wealth Advisors increased its Citigroup (C) stake by 0.66% in Q2 2026, buying an estimated $27.2K and bringing the position to 31,869 shares worth $4.46M. The position accounts for 1.35% of the portfolio, ranked #30.
Bell & Brown Wealth Advisors first reported a position in C in Q4 2017 and has held it in 31 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Bell & Brown Wealth Advisors held 31,869 shares of Citigroup worth $4.46M as of Q2 2026.
- Bell & Brown Wealth Advisors bought 209 Citigroup shares in Q2 2026, an estimated $27.2K.
- Citigroup made up 1.35% of Bell & Brown Wealth Advisors's portfolio in Q2 2026, its #30 holding.
- Bell & Brown Wealth Advisors first reported a position in Citigroup in Q4 2017 and has held it in 31 quarters since.
- 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.